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Certified Financial Planners In Sunrise, FL. Fee-Based Fiduciary Family Planning.

Certified financial planners in Sunrise, FL, working with corporate professionals across the Sawgrass business corridor. Our financial planning covers 401(k) optimization, systematic accumulation, and insurance continuity across career transitions. 

Schedule A Consultation Call (954) 809-3553
  • Fiduciary CFP®
  • Fee-Based
  • 5 Miles To Plantation Office
  • 50-State Licensed

HOW A FINANCIAL PLANNING RELATIONSHIP WORKS

How Our Sunrise Financial Advisors Run A Corporate Planning Engagement

Discovery Meeting

The first meeting is a conversation, not a sales pitch. We map what you have, what you owe, what you're planning for, and where the real decisions are.

A Written Plan

You get a written plan you can actually follow. Cash flow, tax positioning, insurance review, retirement drawdown sequence, and estate hand-off, all in one document.

Quarterly Reviews

Meetings run on a real quarterly cadence, not once-a-year check-ins. The plan flexes as your life and the tax code change.


CFP® Credentialed

Our Certified Financial Planner, Beth Bennett, verifiable through the CFP Board directory, will walk you through fiduciary financial advice. Sworn to act only in your best interest.

Fee-Based Fiduciary

Advisory work is fee-based and disclosed in writing before work begins. Where commissions apply (insurance, annuities), they're disclosed separately.

Licensed In All 50 States

The relationship continues if you move. Same advisor, same plan, from anywhere in the country.



Fee-Based Financial Advisors For Sunrise Households

Sunrise hosts the Sawgrass International Corporate Park, retail hubs, and corporate back-office facilities, with a workforce concentrated in corporate management, technology, and administration. The recurring reasons households here start looking for a financial advisor are corporate 401(k) optimization, cash flow budgeting for growing corporate households, and insurance continuity during career transitions.

US Census Bureau figures show Sunrise at roughly 98,846 residents with a median household income of $77,652, anchored by Sawgrass International Corporate Park and the retail and healthcare operations that surround it. That corporate-employee base is why the planning conversation here covers 401(k) selection and low-cost fund audits, restricted-stock and employee-stock-purchase-plan diversification, and layering supplemental disability and life coverage on top of the group benefits.

KEY PLANNING AREAS

What Our Sunrise Fee-Based Financial Advisors Cover

Corporate 401(k) Audits
Sawgrass employees often have 401(k), HSA, and stock purchase plan options that interact. The right contribution mix depends on the specific employer plan and the household bracket picture.


Systematic Savings
Systematic savings above the workplace 401(k) match, HSA contributions, and Roth-versus-taxable decisions all move the accumulation needle. The right sequence depends on your bracket picture.

Direct Corporate Advice
A fiduciary recommends what fits the household plan, with every compensation source disclosed in writing before work begins. In a commission-heavy market that discipline earns its keep.


Insurance On Career Moves
Group life and disability typically ends or reduces when a job changes. Households with young children or single-earner cash flow face a real gap. Portable individual policies fill it.


Long-Term Distributions
Corporate employees approaching retirement need a written model running actual living costs against the portfolio at real inflation, with Social Security and the Medicare bridge built in.

Choosing An Advisor
First-call questions: Are you a fiduciary? Do you hold the CFP®? How are you compensated, in writing? Those three cover the essentials for corporate household planning in Sunrise.

RELATED SERVICES

The Full Sunrise Advisory Menu

Sunrise corporate households typically coordinate these related services with the financial plan:

Fee-Based vs. Fee-Only

How the compensation structures compare in practice and why the distinction matters.

See fee-based vs. fee-only

The Fiduciary Standard

What the fiduciary standard means in plain English and how to verify an advisor status.

See the fiduciary standard

Retirement Planning

Income planning, Social Security timing, Medicare choices, and the drawdown sequence.

See retirement planning

Tax Planning

Roth conversion strategy, capital-gains sequencing, and charitable giving structure.

See tax planning

Estate Planning

Beneficiary alignment, trust coordination, and hand-off with your estate attorney.

See estate planning

Investment Management

Discretionary portfolio management aligned to the plan, low-cost, tax-aware.

See investment management

Insurance Planning

Life, disability, long-term care, and annuity contracts read line by line.

See insurance planning

Virtual Financial Planning

The same fiduciary CFP relationship delivered by video for out-of-state or relocated clients.

See virtual financial planning

Sunrise Wealth Management

Ongoing execution: portfolio management, tax coordination, and estate coordination for Sunrise clients.

See Sunrise wealth management

What Our Fee-Based Financial Planners Don't Do

Contact Us Today

We don't lead with proprietary products, structured notes, or non-traded REITs as a portfolio building block. We don't take custody of your assets. We don't promise market-beating returns. The honest answer is that nobody who has to tell the truth to a regulator can.

ADDITIONAL INFO

Particular Financial Planning Strategies For Sunrise Residents

What A Corporate Financial Planning Discovery Session Entails

Sunrise is a commercial city in western Broward County, home to 98,846 residents and a median household income of $77,652. The city hosts Sawgrass International Corporate Park, major retail centers, and corporate operations. The workforce includes corporate managers, technology personnel, and healthcare administrative staff. Initial discovery sessions for corporate professionals focus on optimizing employer benefit packages.

During a corporate discovery session, a financial advisor reviews: 401(k) and Workplace Retirement Plans (auditing employer matching, low-cost investment selection, and contribution targets); Corporate Stock Purchase Plans & RSUs (evaluating stock grant vesting schedules and diversification strategies); and Insurance & Health Savings Accounts (reviewing group life, disability, and HSA options to ensure optimal coverage).

The CFP Board emphasizes that structured data collection allows advisors to construct actionable financial plans tailored to career goals.

Comparing Advisory Fee Structures For Commercial Professionals

Corporate employees in Sunrise enclaves like Artemura, Harrison Park, and Welleby face choices when selecting financial advisors. Understanding how fee-based advisory structures compare to traditional brokerage commission models is important for making informed decisions.

A fee-based financial planning firm charges transparent client fees for advice and portfolio management, while disclosing any specialized insurance commissions in writing beforehand. The Financial Industry Regulatory Authority recommends that corporate professionals review Form ADV Part 2A brochures to confirm fee schedules and service terms before engaging an advisor.

Transparent fee structures give corporate professionals clear visibility into advisory costs, supporting a long-term planning relationship.

Behavioral Coaching For Workplace Retirement Plan Participants

Corporate employees managing 401(k) accounts in Sunrise can face market volatility challenges during market shifts. Without a disciplined framework, employees may react to short-term headlines by moving account balances into cash at inopportune times, compromising long-term growth.

Beth Bennett's personal trainer for money approach provides structured behavioral coaching and regular accountability checkups. The advisor helps corporate employees set up automated contribution increases, establish systematic rebalancing rules, and maintain disciplined asset allocations. Research from the Financial Planning Association demonstrates that rules-based behavioral discipline helps workplace retirement plan participants accumulate greater long-term wealth.

This behavioral coaching gives corporate professionals across Sunrise the structure needed to navigate changing markets and remain focused on their retirement goals.

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QUESTIONS, ANSWERED
Common questions about Financial Planning 

  • A financial advisor audits the current 401(k) allocation and cost, evaluates the employer match structure and Roth-versus-pre-tax mix, coordinates any HSA or employee stock purchase plan choices, and integrates the corporate benefits with the household's IRAs, taxable accounts, and Social Security planning.

  • Fiduciary financial advice means the advisor is legally required to place the client's interests first when providing financial advice, with every source of compensation disclosed in writing. The recommendation the professional receives is the one that fits the plan, not the one that pays the highest product commission.

  • Fee-based financial planning is paid primarily by the client through advisory fees, with any product commissions disclosed in writing before implementation. Commission-only planning is paid entirely by product sales. Fee-based advisors operate under the fiduciary standard when providing financial advice; commission-only advisors typically operate under a suitability standard.

  • A financial planner reviews the group life and disability coverage the new employer provides, evaluates any portable individual policies from the prior role, and identifies coverage gaps against the household's actual income-replacement need. Where a gap exists, individual policy options get evaluated with all commissions disclosed.

  • Creating a personal financial plan takes two to four weeks from the first conversation. The steps are data gathering, analysis, a plan-review meeting, and delivery of a written plan with clear next steps. The plan then gets reviewed on a semiannual cadence going forward.

  • Bring recent pay statements from both spouses, employer 401(k) and HSA account statements, benefit summaries including any stock purchase plan documents, current insurance policies, mortgage and debt records, and a rough monthly household expense outline.

Find Us

Two offices, one team.

Boca Raton (Home Office)

1200 North Federal Highway, Suite 300

Boca Raton, FL 33432

(561) 210-7339

Monday to Friday, 8:30 AM to 4:30 PM ET

Plantation

7901 SW 6th Court, Suite 320

Plantation, FL 33324

(954) 809-3553

Monday to Friday, 8:30 AM to 4:30 PM ET

Ready to talk about Financial Planning?

The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.

Schedule A Consultation