Services

Accreditations

Phone unverified
Mail unverified

Hours

We are open 24x7

Business Owner Name

Tom E Sunny

Contact Name

Tom Sunny CFP CLU RIC

Business Address

475 North Martingale Road suite 1250, Schaumburg, IL 60173, USA, 60173 Get Directions

Area Served

Schaumburg, IL

About Sunny Financial Strategies, LLC

When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks!

Services available

Investments4
- 529 Plans
  
  These plans are meant to help you save for many different forms of education. Some versions allow you to lock in current tuition rates. Others provide tax advantaged savings on contributions and withdrawals for education-related expenses.
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- Annuities
  
  Some annuities offer guaranteed returns, while others allow you to invest in the market. Most annuities offer options to create a stream of income.
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- Exchange Traded Funds ETFs
  
  ETFs are low cost, tax efficient, and liquid vehicles through which you can invest in a basket of securities that mimic exposure of the overall market or a specific segment of it. If suitable and meets your investment objectives, you can trade them on your own like any other stock.
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- Mutual Funds
  
  If you don't have the time or the resources to research and maintain a broad mix of individual securities, mutual funds are a good option. You can rely on professional managers to work on your behalf.
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Retirement Income2
- Income Later
  
  For many of our clients, it pays to plan ahead. And buying a guaranteed income annuity before you actually need income is a smart move. If you can afford to wait, deferring your payments will give you higher payouts later on.
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- Income Now
  
  If you have money from the sale of a home or an investment account, transferring that money into an immediate annuity will turn it into income you can start receiving right away.
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Supplemental Insurance2
- Individual Disability Insurance
  
  Help protect your ability to earn a paycheck. Individual disability insurance replaces a portion of your income if you find yourself unable to work due to a disabling event. Safeguard your lifestyle and your future with this important financial strategy.
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- Long Term Care Insurance
  
  Live comfortably in retirement knowing all your needs are covered. Long term care insurance pays for a portion or all of the costs of caregiving due to physical or cognitive disability. Help keep your lifestyle as comfortable as possible during your precious golden years.
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Life insurance policy4
- Term Life Insurance
  
  Protection for your short-term needs with a pathway for permanent coverage. If you're looking for a simple entry into life insurance, this is the best way to go. Term life is exactly what it sounds like: protection for a set period. It's solid coverage, and you can convert your coverage to a more permanent solution if your life changes.
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- Universal Life Insurance
  
  Long term protection with flexibility. If you need long term protection but aren’t as concerned about cash value growth, universal life insurance is a smart way to go. It's a long term solution that gives you the ability to adjust your premiums and benefits when your needs change.
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- Variable Universal Life Insurance
  
  Lifetime protection with market-based growth potential. If you'd like to leverage market opportunities, you can do so with a variable universal life policy. You will get long term protection and investment options that may grow your cash value over time.
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- Whole Life Insurance
  
  Lifetime protection that also builds cash value. If you're looking for a policy that's guaranteed to grow and is designed to offer permanent lifetime protection this is it. Your policy also provides cash value, which is money that accumulates in your policy over time. Eligible policy owners may also receive an annual dividend, which can help grow the cash value even faster. Dividends are not guaranteed, but New York Life has paid dividends to eligible policy owners every year since 1854. Whole life is also something to consider if you'd like the flexibility to supplement your retirement income by accessing the cash value of your life insurance policy.
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Premier Services3
- Estate Planning
  
  Make sure you get everything you want. Everyone needs the basics of estate planning a will, living will, and power of attorney. If you have a special needs child, want to give a lifetime gift, or need an income tax strategy, our experts have the skills to help you create a plan.
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- Small Business
  
  Protect what you've built and plan for the future. From succession planning to employee incentive programs, we have the expertise to help you grow and protect what you've worked so hard to achieve.
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- Wealth Management
  
  Find an investment strategy that works for you. At New York Life, our Financial Advisors can help you plan for your needs by offering investment programs through our wealth management subsidiary, Eagle Strategies LLC.
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