A Family Practice Dedicated to the Financial Independence for You and Your Family

Today's investment climate offers unprecedented opportunities. At Sundial Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of financial goals
2. A well-defined roadmap designed to help achieve goals
3. Ongoing advice to help adjust the plan as needs and goals change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Sundial Financial Group, please contact us today.
Newsletters
-
Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
-
Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
-
How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
-
Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.