Sunpath Financial

Specialties

We specialize in Life Insurance, Long-​Term Care Insurance and Disability Insurance while offering Financial advice and guidance to our clients.

Our advantage is access to All Carriers and their Products. This allows us to locate the right product from any highly rated insurance company for your specific need.

We manage these policies through our relationship between you and the carrier, so you can call us with questions or concerns.

We are Life and Health Licensed in multiple states, security licensed (series 6, 63) and hold our RIA Fiduciary License (series 65).

If you have any questions or would like a free consultation, please don’t hesitate to call — We’re friendly!

History

Established in 2016.

SunPath Financial was incorporated January 2016 by two partners with 20+ years in Finances.

Our mission:

To increase the ease and affordability of buying insurance while educating you to the absolute best product for your needs.

Having worked for large firms who solicit their ability to «Do what’s best for the customer» through offering a watered down menu of their competitors products so they «have all the options» didn’t jive with us.

Large firms won’t sacrifice your business to a competitor, so they offer a Short Menu of products from those companies, just enough to say they do, and not the ones more affordable or include more features. In other words, they don’t like selling products that directly compete with their own.

My partner, Albert and I started this company with this vision in mind — offer all products from all carriers to our clients, provide people with the easiest process, and guide them to the absolute best product for their needs. That’s our purpose at SunPath.

Meet the Manager

Joshua C.

Manager

Hi. My name is Josh and I am happy to help you.