Investment Services

Sunmark Life Stage Advisory has a single goal: to help you make the most of your money.

Everyone wants a sense of control over their financial future so they can progress toward financial goals. That’s where Sunmark can help. We focus on your individual situation and help you with objective, easy-to-understand advice and guidance in support of your financial goals.

planning for you

Advice and Review

Wherever you are in your life, it’s always a good time for an objective investment review, as well as easy-to-understand advice and guidance.

From selecting your 401K investment options, investment counseling, financial, retirement or estate planning, Sunmark’s financial professionals will earn your trust with personal service and attention to your individual situation, goals and objectives.

Advisor Based Investing

Our professionals can help you with:

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • 529 Plans
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • IRA & 401(k) Rollovers
Education Plans

If you’re feeling that it’s time to see if your child’s college savings program is on track, or it’s time to get started, you’re not alone.

Let our experienced staff help you understand where things stand and plot a course of action.

Retirement Plans

Whether you’re just starting out, or you’ve been saving for retirement for a while, you may be feeling unsure about when, or if, you’ll be able to enjoy the retirement you envisioned.

We can help with:

  • Retirement Planning & Review
  • 401(k) Investment Review
  • 401(k) and Qualified Plan Rollovers
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance
Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts*
  • Disability Insurance
  • Life Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.

Self Directed Investing

If you are someone who enjoys or prefers to identify their own investment opportunities, Sunmark’s branch office of LPL Financial offers a discount on brokerage fees on individual equity transactions. A minimum commission does apply. Contact our skilled team – we’re ready to execute your order for the following:

  • Stocks
  • Mutual Funds
  • Bonds
  • Options
  • Commodities
  • Alternative Investments
Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with great resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file!

planning for your Business 

Advice and Review for Business

Today’s financial markets offer considerable opportunity for investors, but are you finding it hard to locate and decide on the opportunities that are right for you? Wherever you are in your life, it’s always a good time for an objective investment review, as well as easy to understand advice and guidance.

Employer Retirement Plans

As a business owner, whether you’re just starting out or well established, you’re probably thinking about the best way to provide for retirement—yours and for your staff. Good news is, there are many options available to you.

Employee Benefits

As a business owner, you rely on your staff to enable you to focus on the activities of growing your business. Retain those who keep your business going by offering employee benefits that fit your business’ budget and their needs.

We can help with:

  • Disability Insurance
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance
Business Continuation

Big or small, be sure to protect all that you’ve built by developing and implementing a business continuation plan. You’ll rest easier, as will your staff, and, of course, your dependents.

Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts*
  • Disability Insurance
  • Life Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.

Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with great resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file.

Our Team

Jay-Singh
Ritch Anthony
Vice President

Tim Forman.jpg
Timothy Forman
Sr. Wealth Management
Consultant
 

John Rubino.jpg
John Rubino
Financial Consultant
 

Taylor Magee.jpg
Taylor Magee
Administrative Assistant
 

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Sunmark Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Sunmark Federal Credit Union and are not endorsed, recommended, or guaranteed by Sunmark Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Sunmark Federal Credit Union and Sunmark Life Stage Advisory are not registered broker/dealers and are not affiliated with LPL Financial.
 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.