SunRift Capital Partners LLC

09/02/2026

08/28/2026

August is coming to an end—but there is still time to be proactive about your 2026 taxes!

Tax planning shouldn’t wait until tax season. The time to review your income, investments, retirement accounts, and potential tax-saving strategies is now—while there may still be opportunities to make meaningful changes before year-end.

Our motto is simple: Pay what you owe in taxes—but don’t leave a tip.

Let’s make sure your financial and tax strategies are working together. Call us at 317-272-5810 to schedule your review.

Tax strategies should be based on your individual circumstances and coordinated with your tax professional.

08/25/2026

What a wonderful day! 💙

Thank you to everyone who joined us for the SunRift Capital Partners Client Appreciation Picnic. We are incredibly thankful for each of our clients and the trust you place in our team. It was such a blessing to spend the afternoon sharing delicious food, great conversations, laughter, and time together.

A very special thank-you to Brian Wiser for sharing his incredible music with us. You truly made an already wonderful day even more memorable!

Our clients are at the heart of everything we do, and we are so grateful to have each of you as part of the SunRift family. Thank you for making this year’s picnic so special! ☀️🎶

08/21/2026

🧺 TOMORROW IS THE BIG DAY!

We can’t wait to see everyone at our SunRift Client Appreciation Picnic!

📅 Saturday, August 22
⏰ 11:00 a.m.–2:00 p.m.
📍 Avon Town Hall Park

Come ready to enjoy Double D’s Southern BBQ, delicious sides, homemade pies, ice cream, and live music from Brian Wiser!

This event is our way of saying thank you to our wonderful clients. Feel free to bring a guest—we look forward to spending the afternoon with all of you!

08/20/2026

💡 SOMETHING TO REMEMBER

Retirement planning is not a one-time decision—it is an ongoing process.

Your income needs, taxes, healthcare costs, family circumstances, and goals can all change over time. Regular reviews help ensure your financial plan continues to reflect the life you are actually living and the future you are working toward.

At SunRift Capital Partners, we are here to help you plan, prepare, and adjust along the way.

08/19/2026

🧺 Only 3 more days until our SunRift Client Appreciation Picnic!

We can’t wait to enjoy an afternoon with our wonderful clients, families, and friends.

📅 Saturday, August 22
⏰ 11:00 a.m.–2:00 p.m.
📍 Avon Town Hall Park

Come hungry! We’ll have Double D’s Southern BBQ, delicious sides, homemade pies and ice cream, plus live music from Brian Wiser. Feel free to bring a guest—we would love to have them join us!

We look forward to seeing everyone Saturday!

08/18/2026

💡 DID YOU KNOW?

Your beneficiary designations generally determine who receives the money in your retirement accounts and life insurance policies—even if your will says something different.

That is why it is important to review your beneficiaries after a marriage, divorce, birth, death, or other major life change. A few minutes spent reviewing them today could prevent confusion and complications for your loved ones later.

At SunRift Capital Partners, beneficiary reviews are just one of the many important details we help our clients stay on top of.

08/17/2026

At SunRift Capital Partners, financial planning is about much more than investments. We help our clients bring retirement planning, tax strategies, estate planning, insurance, and their family’s future together into one coordinated plan.

Our team takes the time to know you, understand what matters most, and help you feel confident about where you are today and prepared for what comes next.

SunRift Capital Partners — Engineered for the Investor.

08/10/2026

💡 Indiana Retirement Fact

Indiana does not tax your Social Security benefits—but depending on your overall income, a portion of those benefits may still be taxable at the federal level.

Your IRA and 401(k) withdrawals, pension income and other sources of income can affect your federal taxes in retirement. That’s why coordinating your income sources can be just as important as deciding how much to withdraw.

At SunRift Capital Partners, our motto is simple:

Pay what you owe in taxes—but don’t leave a tip.

📞 317-272-5810
🌐 www.sunriftcp.com

Investment advisory services are offered through SunRift Capital Partners LLC, a Registered Investment Advisor. Please consult your tax professional regarding your individual circumstances.