Our History
Years of experience have prepared us to guide you through your life transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Infinite Resources
Want to learn more about retirement, social security, or estate strategies?
Welcome to the family
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Working with you to help build a secure financial future
Rising Sun Investments can help you develop a plan to organize and manage your financial life. We provide a personalized process that includes:
- Assessment of your goals & objectives
- Investment managing and planning
- Planning for your retirement
- Portfolio/investment review
- Life, health, and disability insurance
- Tax & estate planning
Let us put our knowledge and experience to work for you. You owe it to yourself...and to those you care about most.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.