Your Family. Your Future. Your Legacy.
Building strong futures through education and trust. We help Milwaukee-area families plan for retirement income, protect what matters, and leave a legacy with confidence.
Education first. Trust always.
Sunrise Financial Solutions LLC is a Milwaukee-area financial practice led by Inderjeet Singh (Sam), a financial professional, EPS-certified estate planner and notary public.
We believe the best financial decisions come from understanding your options. Every conversation starts with listening, then explaining in plain language how retirement income, protection and estate planning fit together for your family.
- Free, no-pressure consultations
- Financial education for every stage of life
- Estate planner (EPS Certified) and notary public on hand
- Local office in West Allis, serving families across Wisconsin
Four pillars for your financial life
Income
Retirement income strategies and annuities designed to last.
Protection
Living benefits and asset protection for the people who depend on you.
Legacy
Wealth transfer and family legacy planning across generations.
Estate Planning
Trusts, wills, powers of attorney and healthcare directives.