Young family feeding toddler
Colleen Stutz Headshot

I help clients – individuals and businesses, in all stages of life, to carefully weigh their options. Together we tackle tough questions and navigate complex situations. Then we formulate a plan so they can grow with confidence. Ultimately, my job is to empower my clients to make decisions that are right for them, their families, their business, and their employees.

Should you be investing more in kid's college funds or opening a long-term care account? Are you getting the return you aimed for on the money you invest?

What if something happened to your business partner today? What might that do to the continued success of your business? What if something happened to you? What would happen to your share in the business?

What steps are you taking to retain your critical employees and to protect the business against their death or disability? Are your employees investing in their future? Are they and their families protected in the event of death or disability?

These are often the difficult questions that families and business owners tend to put off.
No one can predict the future, but through comprehensive analysis and strategic investing, I can help you prepare for it.

Specialties:

Personal Planning

  • Estate Planning

  • Retirement Planning

  • College Funding

  • Insurance Planning

  • Charitable Giving

Business Planning

  • Business Continuation

  • Executive Benefits

  • Key Person Protection

  • Retirement Planning

  • Business Succession Planning

Employee Benefits

  • Voluntary Payroll Deduction Programs

  • Group Retirement Plans

  • Group Insurance (Term Life, Short-Term, and Long-Term Disability)

Investment Advisory Services

  • Personalized Financial Plans

  • Investment Management

AR Insurance License #4557385

CA Insurance License #4001640

Disclosure

Colleen Stutz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #4557385), AZ, CA (CA Insurance License #4001640), CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

Colleen Stutz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3605 Chain Bridge Rd Ste D, Fairfax, VA, 22030, 703-352-2248. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, GA, IL, MD, ME, NC, NJ, NY, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Colleen Stutz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

SONRISE STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither SONRISE STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​