Inna Rivilis
Advisor at Sunflower Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sunflower Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sunflower Financial Planning, LLC
Location
Windham, NH
Credentials
CFP®
Industry experience
16 years
At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today.
We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning.
Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.
sliding scale schedule
$3,500-$10,000
$350
$350-$1,000
We help midlife families build wealth while supporting aging parents and paying for college. We also guide pre-retirees through a confident transition to retirement with personalized, fee-only financial planning.
Sunflower Financial Planning, LLC
2024 - Present (2 years)
Fidelity Personal and Workplace Advisors LLC
2021 - 2024 (3 years)
National Financial Services LLC - a Fidelity Investments company
2017 - 2021 (4 years)
Fidelity Brokerage Services LLC
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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