Little Drops of Water Make a Mighty Ocean!

Building Financial Foundations for Families to Empower Them Today, and Leave a Legacy for Tomorrow!

Financial Education (Retirement Planning)

Gain the knowledge and confidence you need to plan for a secure retirement with our comprehensive financial education program.

Life Insurance
(IUL, Term, Whole Life)

We can offer a range of options, including Indexed Universal Life (IUL), Term Life, and Whole Life insurance.

Annuities

Secure your financial future with the power of annuities. Annuities provide a reliable source of income during retirement, ensuring you can enjoy the lifestyle you deserve.

Kids College Fund

Our team of experts can help you create a customized plan to ensure you have the funds you need when it's time for college.

Health Insurance
(ACA, Obamacare, Medicare)

We offer affordable health insurance options, including Affordable Care Act (ACA) plans and Medicare coverage.

Estate Planning
(Trust & Wills)

Our team of experts can guide you through the process of creating a personalized estate plan that aligns with your unique needs and goals.

Meet Our Founder

My name is Nana Agyeman, I am a Financial Consultant and Independent Nurse Provider (INP-RN) with the State of California

I assist families by providing solutions to manage debt, establishing savings plans for retirement and children’s education, and offering protection in the event of illness or the passing of a family member. My approach involves educating families to equip them with the tools and knowledge needed to achieve financial freedom. My mission centers around constructing solid financial foundations for families, empowering them in the present.

Please feel free to contact me at your convenience.

Our Core Values

We Value

Integrity

Integrity is the cornerstone of financial success. At Sunrise Insurance and Investments, we prioritize honesty, transparency, and ethical practices to ensure our clients’ best interests are always at the forefront. Trust us to guide you towards a secure financial future.

Candor & Credit

Embracing candor and credit is the key to financial success. At Sunrise Insurance and Investments, we prioritize open and honest conversations about your financial goals, ensuring you receive the credit you deserve for your hard work. Trust us to guide you towards a secure and prosperous future.

Client Centricity

At Sunrise Insurance and Investments, we prioritize client-centricity in everything we do. Our personalized approach ensures that we understand your unique financial goals and tailor our services to meet your specific needs. Trust us to put you at the center of your financial journey and guide you towards a brighter and more secure future.

We Offer

Entrepreneurship

Entrepreneurship is the key to unlocking your potential and shaping your own destiny. At Sunrise Insurance and Investments, we understand the entrepreneurial spirit and offer tailored financial solutions to support your journey. Let us be your trusted partner as you navigate the exciting world of entrepreneurship and build a successful future.

Creativity & Collaboration

Creativity and collaboration are the driving forces behind success in today’s dynamic business landscape. At Sunrise Insurance and Investments, we believe in harnessing the power of innovative thinking and teamwork to help our clients achieve their financial goals. Join us on this journey of creativity and collaboration, and together, we can unlock new possibilities and create a brighter future.

Accountability

Accountability is the cornerstone of success. At Sunrise Insurance and Investments, we believe in taking ownership of our actions and delivering on our promises. With our comprehensive financial solutions and personalized guidance, we hold ourselves accountable to help you achieve your financial goals. Trust us to be your reliable partner on your journey to financial success.

We Believe

Flexibility & Change

Embracing flexibility and embracing change are the keys to success in today’s ever-evolving world. At Experior Financial Group, we understand the importance of adapting to new opportunities and challenges. Join us as we navigate the dynamic landscape of the financial industry, and together, we can create a future filled with endless possibilities.

Clear Communication

Clear communication is the key to building strong financial relationships. At Sunrise Insurance and Investments, we pride ourselves on our ability to effectively communicate complex financial concepts in a way that is easy to understand. Trust us to provide you with clear and concise guidance on your journey to financial success.

Resilience

In the face of challenges, resilience is the key to overcoming obstacles and achieving success. At Sunrise Insurance and Investments, we believe in the power of resilience and are committed to helping our clients navigate the financial landscape with confidence and determination. Join us on this journey and let’s build a resilient future together.

We Provide

Respect

Respecting your financial goals and aspirations is at the core of what we do at Sunrise Insurance and Investments. Trust us to provide you with the guidance and support you need to achieve financial success while respecting your unique circumstances.

Excellence & Winning

At Sunrise Insurance and Investments, we believe that excellence and winning go hand in hand. We strive for excellence in everything we do, from providing top-notch financial solutions to delivering exceptional customer service. Join us on the path to success and experience the winning combination of expertise and dedication.

Giving Back

At Sunrise Insurance and Investments, we believe in the power of giving back. Join us in making a positive impact on our communities by supporting charitable initiatives and helping those in need. Together, we can create a better future for everyone.

How We Help

Our Trusted Partners

Recent Reviews

“Nana’s business and consulting services are personalized to your specific employee and lifestyle needs. His ability to listen and carefully assess what areas of engagement and activity are out of balance in your life, is completely exceptional.”

“Nana is always available to answer questions and look into the ever growing studies that support implementing into your life. The best part of his consulting services is that he is available from anywhere, at any time, through the Internet.”

“Nana has educated me on the importance of the balance of productivity and effentiancy in our company. He is very knowledgeable, and I trust his 100% and his professional services.”

Enroll Today

Little Drops of Water Make a Mighty Ocean!

Building Financial Foundations for Families to Empower Them Today, and Leave a Legacy for Tomorrow!

Financial Education (Retirement Planning)

Life Insurance
(IUL, Term, Whole Life)

Annuities

Kids College Fund

Health Insurance
(ACA, Obamacare, Medicare)

Estate Planning
(Trust & Wills)

Meet Our Founder

My name is Nana Agyeman, I am a Financial Consultant and Independent Nurse Provider (INP-RN) with the State of California

Our Core Values

We Value

We Offer

We Believe

We Provide

How We Help

Our Trusted Partners

Recent Reviews

Join Our Mailing List

Quick Links

Contact Us

Follow Us

Enroll Today

Little Drops of Water Make a Mighty Ocean!

Building Financial Foundations for Families to Empower Them Today, and Leave a Legacy for Tomorrow!

Financial Education (Retirement Planning)

Life Insurance(IUL, Term, Whole Life)

Annuities

Kids College Fund

Health Insurance(ACA, Obamacare, Medicare)

Estate Planning(Trust & Wills)

Meet Our Founder

My name is Nana Agyeman, I am a Financial Consultant and Independent Nurse Provider (INP-RN) with the State of California

Our Core Values

We Value

We Offer

We Believe

We Provide

How We Help

Our Trusted Partners

Recent Reviews

Join Our Mailing List

Quick Links

Contact Us

Follow Us

Life Insurance
(IUL, Term, Whole Life)

Health Insurance
(ACA, Obamacare, Medicare)

Estate Planning
(Trust & Wills)