YOU’VE COME SO FAR,

BUT YOU’VE GOT SOME DECISIONS TO MAKE

Retirement used to be easy. You got a pension, an amount from Social Security, and your income was guaranteed. No need to invest in the stock market, no need to do tax planning, and no need to worry.
Now, plans such as the 401(k) have replaced pension plans as the primary retirement income vehicle, and that shift has substantially increased the risks and responsibilities for anyone trying to retire today.
After working a lifetime to save this money, you deserve answers to your questions.

DO YOU HAVE ENOUGH MONEY SAVED?

WHERE WILL YOUR INCOME COME FROM?

HOW LONG WILL IT LAST?

WHAT WE DO

HOW LONG WILL IT LAST?

LIFE INSURANCE

MEDICARE

ANNUITIES

FINANCIAL PLANNING

LONG-TERM CARE

INVESTMENT MANAGEMENT

IRA/401K ROLLOVER

FIXED INDEX ANNUITIES

IN THE MEDIA

JEFFREY DUNCAN

Sunrise Financial Partners CEO

MY EXPERIENCE SETS THE FOUNDATION FOR MY WORK AS A FINANCIAL ADVISOR

I have been in the financial planning industry for over 10 years. My previous 30 years as a real estate broker and auctioneer helps me recommend real estate-related investments and understand the vital role real estate plays in helping to meet clients’ financial needs. My experience sets the foundation for my work as a financial advisor.
My attention to detail, listening skills, and empathy are symbols of my appreciation for my clients. I work hard to support my clients’ dreams while helping to protect their financial future. My professionalism has helped me build long-term relationships with my growing client base while providing excellent customer service.
I received my Bachelor’s degree in finance with a financial planning emphasis and associate’s degree in real estate from Western Kentucky University. My focus is on retirees, real estate brokers, auctioneers, agents, attorneys, and CPAs. I use my experience and knowledge to help clients meet their financial objectives by providing financial solutions, including 1031 exchange programs.
I am happily married to my lovely wife, Leigh Anne, and we have two adult children, four grandchildren, and six great-grandchildren. My love of family is almost equal to my love of golf and Kentucky basketball.

JESSICA HARP

Office Manager

Jessica Harp is the office manager for Sunrise Financial Partners and focuses on helping those on Medicare choose what is best for their situation. Jessica effectively manages the financial operations of her office, ensuring smooth financial transactions and adherence to regulatory requirements. Simultaneously, with her expertise in Medicare policies and regulations, she is dedicated to helping clients navigate the complex healthcare system and secure the coverage they need.
In her personal life, Jessica has been happily married for 6 years, has 3 adult children and cherishes spending quality time with her loved ones. Her genuine love for people shines through in her interactions, making her a compassionate and empathetic professional.
Outside of work, Jessica actively participates in her local church, where she volunteers and serves in various capacities. Her faith inspires her to give back to her community and help those in need.
With her combined expertise in Medicare, financial management, and her dedication to her community through church involvement, Jessica is a trusted advisor and a respected figure in her field. She takes pride in her work and is committed to making a positive impact on the lives of her clients and the community she serves.

ARE YOU READY TO GET STARTED?

CONTACT US

Fill out the form below & we will contact you!
615.688.1448 | [email protected]
668 Highway 52 Bypass W.
Lafayette, TN 37083
Securities offered through World Equity Group, Inc., member FINRA and SIPC. Investment advisory services offered through Triumph Wealth Advisors, Inc., a Registered Investment Advisor. Sunrise Financial Partners and Triumph Wealth Advisors, Inc. are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance and annuities offered through Jeffrey A. Duncan, TN Insurance License #2003046.
We do not offer every plan available in your area. Currently, we represent 7 organizations which offer 44 plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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