Holistic Retirement Income Planning

Ryan sits down to discuss his firm’s unique planning process as well as the history of Summit Financial Partners. Ryan explains how the average firm deals with their clients, and then contrast that with how Summit Financial Partners is committed to going above and beyond and creating a different experience and culture for those who they serve. Ryan started this firm over 20 years ago and when he did it was just himself in an administrator. Over the course of those 20+ years he has been fortunate enough to grow his practice to a space and place where it can provide multiple services for people entering and in early retirement. That would include estate planning services that his longtime friend and attorney Gerry Griffin. He has also teamed up with his friend and partner Ed Rossi to assist his clients with additional retirement services, if needed. In addition to those services, summit financial partners also provides relationships with tax and mortgage professionals to better help and serve their clients in retirement.