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For more than 15 years, Sun Cities Financial Group has provided thousands of individuals and families with high yields from products not available in traditional banks and brokerage houses. We’ve worked with more than 6,000 federally insured banks, all of which are covered by the maximum FDIC insurance protection. Our staff is comprised of dedicated and honest individuals who take pride in helping our clients with retirement planning and long-term financial planning.

Certificates of Deposit (CDs) Investment in Phoenix, AZ

Certificates Of Deposit, Retirement Planning, & Annuities

Sun Cities Financial Group offers a wide range of options for long-term financial planning, including certificates of deposit (CDs), retirement planning options, and annuities. A CD is a product we offer that provides an interest rate premium in exchange for a lump-sum deposit that will remain untouched for a predetermined period. When it comes to retirement planning, we offer individual retirement accounts (IRAs) and flexible retirement savings plans that adjusts as your needs evolve. We also are happy to assist with 401k rollovers. We also offer annuities for our valued clients. Annuities are insurance contracts that you make regular payments on either immediately or at some point in the future.

Long Term Financial Planning in Phoenix

What Is Long-Term Care?

Long-term care encompasses various services, all of which are designed to meet a person’s personal care and health needs while they live as safely and independently as possible. The location and type of caregiver involved with long-term care is dependent on the person’s unique set of needs.

Why Would I Need Long-Term Care?

The elderly, those in poor health, and those who cannot accomplish day-to-day tasks on their own are the ones who benefit from long-term care options. Long-term care helps ensure that elderly persons live enriched, active lifestyles no matter how their health needs may change over time.

How Do I Plan For Long-Term Care?

When planning for long-term care, it’s essential to have a long-term financial plan. In addition to utilizing personal income and savings, many people also pool together family resources, utilize long-care insurance, apply for veteran’s benefits, apply for a reverse mortgage, sell their life insurance policy, rent their family home, or even borrow against home equity. While some options are more desirable than others, long-term care can be achieved, and Sun Cities Financial Group can help.

Making Financial Decisions For Long-Term Care

It’s no secret that senior living can be an expensive investment, regardless of one’s socioeconomic status. When making financial decisions for long-term care, it’s essential to determine what will best suit your family’s unique circumstances and resources. It’s also important to remember that you are never limited to one option. Additionally, various sources can be used for funds and financial assistance.

Contact Sun Cities Financial Group Today

With various locations, our broad reach has allowed us to help people throughout the United States. Since 1998, Sun Cities Financial Group has served the financial needs of Phoenix, AZ residents. We are accredited with an A+ from the Better Business Bureau (BBB) for the outstanding services we provide to our clients. We have our clients’ best interests at heart, and our clients trust us to provide honest, well-informed financial advice. For more information on long-term care financial planning, contact us today.

Learn How We Can Help You with Financial Investments!