Planning to Retire?

You only want to retire once in life. 

Our first step towards your happy and financially secure retirement is analyzing your current plan and means, then discussing your specific goals, desired lifestyle, and time line. We’ll review your resources and recommend distribution techniques for qualified plans. We will also coordinate with your current estate, retirement and business plans. Implementation assistance is another service we provide. Other retirement related strategies and services include:

  • Retirement plan analysis, recommendations
  • Deferred Compensation
  • Annuities
  • Mutual Funds
  • Managed Accounts
  • Private Money Managers
  • Stocks and Bonds
  • Proprietary Investment Accounts
  • Roth IRAs
  • Life Insurance
  • Long Term Care Insurance
  • Cash Flow Models

For Summit’s high net worth clients the benefit of an all-encompassing and expert team approach to the Retirement Plan is confidence that your retirement security will complement your plans for your beneficiaries and heirs so that your goals for disposition of assets over time are fulfilled.

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