Suntrade Financial, LLC
Sunny Handa, president of Suntrade Financial is offering a FREE Financial Plan review at no obligation or cost for all my neighbors, Rotary and Greenville Chamber members. This is open to your colleagues, friends, and family too. What a great way to get help with your Family or Business Financial Plan review.
As we've learned from this COVID-19 pandemic, things can happen fast in life and we may be faced with the death of loved ones. In this light, it is a good idea to reevaluate our Family and Business Life, Disability, and Long Term Care insurance needs and take action now before it is too late.
Also in this Market Volatility, have a review of your portfolios to re access risk, re-balance portfolios and re-characterize funds from a Taxable account to a Tax-Free accounts. Call Sunny Handa today at 864-509-1700.
I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
Look forward to hearing from you to protect your Family & Business Owners.