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Investment Services

Sunmark Life Stage Advisory has a single goal: to help you make the most of your money. Everyone wants a sense of control over their financial future so they can progress toward financial goals. That’s where Sunmark can help. We focus on your individual situation and help you with customized, easy-to-understand advice and guidance in support of your financial goals.

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planning for you

Advice and Review

Wherever you are in your life, it’s always a good time for a personalized investment review, as well advice and guidance.

From evaluating your 401K investment options, investment counseling, financial, retirement or estate planning, Sunmark’s financial professionals will provide personal service and attention to your individual situation, goals and objectives.

Advisor Based Investing

Our professionals can help you with:

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • 529 Plans
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • IRA & 401(k) Rollovers
Education Plans

If you’re feeling that it’s time to see if your child’s college savings program is on track, or it’s time to get started, you’re not alone.

Let our experienced staff help you understand where things stand and plot a course of action.

Retirement Plans

Whether you’re just starting out, or you’ve been saving for retirement for a while, you may be feeling unsure about when, or if, you’ll be able to enjoy the retirement you envisioned.

We can help with:

  • Retirement Planning & Review
  • 401(k) Investment Review
  • 401(k) and Qualified Plan Rollovers
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance
Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts
  • Disability Insurance
  • Life Insurance

Representative is not an attorney. For legal questions, including a discussion about estate planning, please consult your attorney.

Self Directed Investing

If you are someone who enjoys or prefers to identify their own investment opportunities, the Sunmark Life Stage Advisory program is ready to help with the following:

  • Stocks
  • Mutual Funds
  • Bonds
  • Options
  • Commodities
  • Alternative Investments
Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with dedicated resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file!

Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.

planning for your Business 

Advice and Review for Business

Today’s financial markets offer considerable opportunity for investors, but are you finding it hard to locate and decide on the opportunities that are right for you? Wherever you are in your life, it’s always a good time for a customized investment review, as well as professional advice and guidance.

Employer Retirement Plans

As a business owner, whether you’re just starting out or well established, you’re probably thinking about ways to provide for retirement—yours and for your staff. Good news is, there are many options available to you.

Employee Benefits

As a business owner, you rely on your staff to enable you to focus on the activities of growing your business. Retain those who keep your business going by offering employee benefits that fit your business’ budget and their needs.

We can help with:

  • Disability Insurance
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance
Business Continuation

Big or small, be sure to protect all that you’ve built by developing and implementing a business continuation plan. You’ll rest easier, as will your staff, and, of course, your dependents.

Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts
  • Disability Insurance
  • Life Insurance

Representative is not an attorney. For legal questions, including a discussion about estate planning, please consult your attorney.

Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with dedicated resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file.

Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.

Life Stage Advisory Team

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Ruth Johnson
LPL Financial Advisor

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Jeff Saran CLU®, CRPC®
LPL Financial Advisor

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Sharlene Bolle
Licensed Sales Assistant

Call Us: 518.730.9040 
Email: sharlene.bolle@lpl.com


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Life Stage Advisory are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Life Stage Advisory, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Life Stage Advisory. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits
or Obligations
May Lose Value

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.