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Our Mission:

If you are looking for an independent Financial Planner in Seattle, you have come to the right place. At Sunrise Financial Services, we are dedicated to educating our clients and working with them to develop the best strategies for their future financial goals and retirement.

We build long-term relationships, which allows us the opportunity to best serve our clients. We believe the better we know our clients, the better we can serve them.

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Our Strategy:

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties.

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Our Philosophy:

Here at Sunrise Financial Services, we only focus on one thing: the needs of our clients.

We pour every ounce of effort into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals. We believe the best way to make money is to avoid losing it in the first place, and that retirement is not about getting rich, it's about not becoming poor.

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Start Your Complimentary Consultation

We strive to provide financial solutions which meet your ideal standard of living.
Click the button below to get started with your stress-free complimentary consultation

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Will We Be Able To Maintain
Our Lifestyle In Retirement?

Ask about our income stream solutions designed to help you preserve
your current quality of life, perhaps better, during retirement.

getting-started

GETTING STARTED

You have likely just entered the work force and are looking to start or have already started your career. We can help you establish a budget so you can begin saving, and provide guidance when you’re ready to start investing.

on-our-way

ON OUR WAY

You now have some time under your belt and are looking to accumulate assets for retirement; you may have some small to moderate investments, a house, and you may be raising children. We can help you establish or continue to meet your investment goals and design a portfolio that will progressively change with you.

almost-there

ALMOST THERE

You are conserving assets and have likely put them to work in preparation for your retirement. You may have children in the later years of their education, or even grandchildren. If you’re open to it, we would love to give you a valuable, no pressure second opinion to ensure you’re on track to meet your retirement goals.

already-arrived

ALREADY ARRIVED

You are in the distribution phase; you’ve probably retired and are now enjoying the perks of relaxing every day and possibly trying new hobbies. We can help you adjust to a new budget or give you a fresh perspective on your ever changing portfolio that should adapt to your specific situation.

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