Sunstone Financial Group is an independent, family-owned financial advisory firm serving individuals, families, and business owners. Based in Vernon, Connecticut, the firm focuses on helping clients make informed decisions and build plans suited to their circumstances. Its approach emphasizes ongoing collaboration, education, diversification, and attention to clients’ broader financial needs.

Services include retirement and investment planning, retirement income strategies, risk analysis, Social Security guidance, Medicare and health insurance assistance, extended care planning, tax considerations in retirement, and legacy planning. The firm also compares healthcare companies and plan offerings and provides assistance at no cost for health and Medicare decisions. Its planning process begins with a brief virtual appointment, followed by a meeting with an advisor and the development and implementation of a plan, with continued collaboration.

Sunstone Financial Group describes its mission as safeguarding clients’ financial well-being and helping protect their present, future, and legacies. Investment advisory services are offered through Brookstone Wealth Advisors, LLC; insurance products and services are provided through individually licensed and appointed agents.