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 Your Life. Your Investments.

Associates of Sun Cornerstone Group invest time, experience and assets to fully evaluate your unique situation and then architect a suitable solution. We leverage over 30 years of experience to create something truly tailored to you and your goals.

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 Changing Your Perspective.

Education brings opportunity. Expand your knowledge with Sun Cornerstone Group.

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Welcome to Sun Cornerstone Group

About Us

Since 1994, Sun Cornerstone Group has earned a distinguished clientele by assisting them with reaching their family goals by applying life insurance to the Estate Planning Process as well as working within other offerings to architect a full range solution. It is our advisors' mission to provide counsel, guidance, plan implementation, and the best possible service which ultimately can lead to excellence in financial stewardship for an advantaged future.

Thank You

We are pleased to have you visit our site and for taking some time to learn more about us and what we do. Please read more about our advisors' services and contact us with any questions.

Core Services

We specialize in Estate Planning, Life Insurance, Long Term Care, Disability, Retirement and Group Benefit plans. Additionally, our services include life insurance efficiency studies for both corporate and trust owned plans. Our reputation is built on integrity and we are committed to bringing our wealth of knowledge to our clients for their future benefit.

Call us today to schedule an appointment with a financial planner.

Our Services

Insurance Services

A good defense is the best offense. Let Sun Cornerstone Group surround you and your family with appropriate insurance policies.

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Wealth Strategies

Growing your wealth requires patience and foresight. With our investment strategies, our advisors will help you build long-term profitability through short-term planning.

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Employee Benefit Program

Managing your company’s 401k program can seem complicated, but Sun Cornerstone Group can make it easy. Our benefit strategies can leave your employees in good standing.

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Meet our Financial Advisors

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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Individuals & Families

Whether you’re a party of one or six, Sun Cornerstone Group customizes your investment strategies to fit your current needs and future goals.

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