Sun Step Financial
@sunstepfinancial.com
window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'G-XWQJ5MLWVB'); </
Sun Step Financial's Company Logos
Sun Step Financial's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#F6B7AC
Mandys Pink
246, 183, 172
9, 80, 82
0, 26, 30, 4
#354C5A
Pickled Bluewood
53, 76, 90
203, 26, 28
41, 16, 0, 65
#DEAA0A
Galliano
222, 170, 10
45, 91, 45
0, 23, 95, 13
About Sun Step Financial
Sun Step Financial is a financial planning firm serving clients in the Sauk City and Chilton, Wisconsin areas. Its mission is to help people pursue their financial goals through personalized solutions, education, and guidance aimed at building confidence and prosperity. The firm rejects one-size-fits-all plans and emphasizes understanding each client’s finances, goals, and lifestyle before developing a strategy.
Sun Step Financial serves retirees, small-business owners, working professionals, and women. Its planning topics include retirement, investments, taxes, insurance, estate matters, money management, and lifestyle considerations. The firm’s approach follows three steps: listening to clients, collaborating on an educational financial strategy, and implementing and adjusting the plan as life changes. Clients can also access financial resources, including articles, videos, glossaries, and calculators, and schedule an introductory conversation.
Sun Step Financial is affiliated with J.W. Cole Financial and J.W. Cole Advisors, which provide securities and advisory services respectively; the firms are identified as unaffiliated entities.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
