Golden Bridge Initiative

Your Path to a Secure Retirement

At Sun State Partners, our Golden Bridge Initiative is our promise to guide you from a career-managed life to a retirement filled with freedom and security. We’re here to simplify Medicare, secure your legacy, and protect your wealth—building a lasting relationship grounded in trust and care.

The Golden Bridge Initiative spans three phases: mastering Medicare for your health, crafting estate plans for your loved ones, and safeguarding your nest egg with financial planning. It’s a comprehensive approach to ensure you thrive in your golden years.

Ready to cross the Golden Bridge? Book a free review

What Our Clients Say

Real Stories from Retirees Who Took the Leap

"Gayle and I were very pleased with the help Angela provided us with getting a Plan N Medicare Gap Plan. She was responsive to our questions and always replied quickly back to any of our requests. We do recommend her and the company she is with if anyone is looking for supplemental ins. coverage."

~Richard L.

"My husband and I feel so fortunate to have Stephen manage our insurance needs. We feel like he treats us as he would his own parents. He sifts through all the new info each year and guides us to the best plan. We recommend him to all of our family and friends!"

~Mary C.

"Very nice and explained everything to me in regards to what Medicare Advantage plan to pick. I hope I never need any expensive medical treatments but if I do I can always call them for advice."

~Susan S.

"Extremely knowledgeable and up to date on things changing in the future, especially on drug prices in the future. Fun, upbeat and engaging on the phone. Quick results making our online applications effortless."

~Gary O.