Straightforward Retirement Planning

1000+ Retirement Plans Built To Date

The Ideal Retirement

The ideal retirement is one where Needs are covered with guaranteed lifetime income streams, Wants by equities and fixed income, and Wishes by alternatives, illiquid investments and life insurance.

WISHES

Legacy, Philanthropy

WANTS

Hobbies, Entertainment, Vacation

NEEDS

Food, Housing, HealthCare, Taxes, Transportation

Alternatives, Liquid Investments, Life Insurance

Equities, Multi-Sector Fixed Income, Core Fixed Income, Cash Value Life Insurance

Pensions, Social Security Annuities, CDs, Cash Value Life Insurance

Cost of Needs &
Wants During Retirement

The average cost of Needs & Wants for a single person over a 30 year retirement.

Food

$130,000

Housing

$584,000

Healthcare

$145,000

Taxes

$180,000

Transportation

$134,000

Hobbies

$72,000

Entertainment

$74,000

Vacation

$97,500

The Average Cost of Retirement


How We Can Help

Rather you're accumulating assets, or ready to distribute them - we can help Sunpath takes a 6-step approach that begins with understanding where you are today, where you’d like to be tomorrow, and ends with a series of recommendations on how to get there.

Learn More

Our Individual Products

We know a retirement plan isn't for everyone, some just need one or two of the pieces. Here are the individual products we sell outside a retirement plan

Guaranteed Income

Guaranteed Inheritance

Pension Maximizer

Educational Webinars

We offer a series of free, pre-recorded and live webinars.

Social Security
Discovery

How Social Security benefits work, and claiming strategies that can increase total benefits for married couples.

Secure Retirement Planning Workshop

How Social Security benefits work, and claiming strategies that can increase total benefits for married couples.

Long-term Care Alternatives

How Social Security benefits work, and claiming strategies that can increase total benefits for married couples.

Questions Here?

We love answering questions, so please don't hesitate to ask.

We're Here for You!

Call Us: 949-438-3433

Email Us: Contact@sunpathfinancial.com

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