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Buying life insurance doesn’t have to be complicated.  In fact, it might be easier than you think!

Watch this short video to find out the 5 Simple Steps for buying life insurance. 

If you are interested in a personalized life insurance recommendation, please contact us by clicking here for more information.


We all have dreams about how we would like to spend our retirement years. People are living longer than ever, and most Americans could spend 20 years in retirement. This is good news, but with longevity comes new financial challenges and the need to plan for them. That’s why we offer this valuable information about some of the unexpected events that could have a major effect on your retirement. Watch this 3-minute video and review the helpful facts & statistics to start learning more. CLICK HERE.

Will you have enough money for retirement? We can help you set up a plan to retire stronger. 


For many business owners, a retirement decades in the future might seem like an abstraction (and a distraction) when there’s an enterprise to run with endless day-to-day demands. An employer-sponsored retirement plan also can help you attract and retain employees — especially if they’re considering offers from other employers. Many workers place a high priority on retirement benefits when choosing an employer.

Fortunately, small business owners can choose from many attractive retirement plans under the federal tax code. The best plan for you depends on factors such as the size of your company, how much you’re able to contribute each year and how many administrative duties you’re prepared to take on. Find out more information on the plans available to you by Clicking Here


What We Offer

Investment Protection

The wealth management strategy you implement now will affect whether you enjoy a stressful or stress-free retirement. You don’t have to be as right if you’re never wrong. You don’t need as much on the upside if you never lose on the downside, and you’re still earning a reasonable rate of return on your money. In other words, it is much easier to climb your financial mountain if you never have to dig out of a financial hole. 

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Social Security Savvy

Did you know that the difference between a good election decision and a poor one is regularly more than $100,000 in income?

With pensions disappearing and the markets unreliable, Social Security is more critical than ever to creating a lifetime income stream in retirement. Don’t let lack of awareness of the choices available and the consequences of those choices derail your retirement. Did you know that there are literally thousands of options for when and how you elect your Social Security benefits?

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Investment Strategies

Studies have shown that more people fear running out of money than they fear death. If you are afraid of running out of money, then why would you expose it to unnecessary risk? We offer our clients safer money solutions that can guarantee investment strategies which provide protection against losses. Why would you want to risk your financial happiness in retirement? If you want safer money solutions, our advisors . can help you find a solution that is right for you.

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Providing Creative Financial and Insurance Solutions

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Do you want to get on the right path toward a financially-secure retirement?

Sundin Insurance & Financial Group, LLC



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