A complete list of active advisors currently associated with 65 and Sunny! Registered Investment Advisors, LLC
Warmer can help you find a great advisor at 65 and Sunny! Registered Investment Advisors, LLC or one who fits your needs even better.
65 and Sunny! Registered Investment Advisors provides retirement-focused advice and portfolio management to individuals, trusts, non-profit organizations and pension plans, with a particular emphasis on planning for federal and civilian employees. The firm offers comprehensive retirement cash‑flow forecasting, Social Security maximization analysis, Medicare insurance guidance and implementation of brokerage, annuity and insurance solutions. The firm’s investment approach prioritizes preservation of capital for retirees, using specialized retirement‑planning software, Monte Carlo simulations and longevity solvency testing to evaluate alternatives and stress‑test cash flows. It operates as a hybrid adviser able to deliver fee‑based portfolio management, commissionable products, or combinations of both, and explicitly monitors the financial strength of guarantee providers when recommending insurance or annuity solutions. Noteworthy features relative to peers include a compensation model that can involve significant commissionable business while crediting commissionable assets toward advisory fee breakpoints, and the principal’s credentials as a Chartered Federal Employee Benefits Consultant combined with licensure as an insurance producer. The firm also uses account‑aggregation technology, accepts discretionary authority while accommodating client‑directed accounts, and provides standalone retirement reports and planning engagements tailored to retiree needs.
To learn more about the advisors currently working at 65 and Sunny! Registered Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedminster, NJ
| 17
|
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