Sunny Financial Strategies is focused on providing exceptional service and expertise in key areas of financial life for individuals, families, and businesses. Some of these areas include: • Wealth & Risk Management • Insurance Planning- Life, Disability, Long Term Care • Investment Planning • Retirement Savings/Income Planning • Estate/Inheritance Planning • Education Planning • Employee Benefits/Company 401ks • Business Planning • Tax Reduction Planning/Strategy • Social Security/Medicare Supplements • Asset Allocation • Debt Reduction Strategies • Charitable Giving Strategies • Advanced Financial Planning Tom Sunny, CFP®, CLU®, RICP® with Sunny Financial Strategies, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. Tom Sunny, CFP®, CLU®, RICP® is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. My California Insurance license number is #0M96825. Tom Sunny, CFP®, CLU®, RICP® is also a Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 475 N Martingale Rd, Suite 1250, Schaumburg, IL 60173 847-414-9116 Tom Sunny, CFP®, CLU®, RICP® is also a Financial Adviser(s) with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Tom Sunny, CFP®, CLU®, RICP® is not licensed in all jurisdictions. Sunny Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
