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Retirement My Way

The Retirement my way advantage.

Our proprietary Retirement My Way process allows us to review your current financial plan and help identify missing pieces and areas of improvement.

This ensures all elements of your retirement are working together. Upon joining the Summit Financial Partners client family, you will have a clear plan to the road called Retirement!

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If you have saved at least $250,000 in your retirement, here is what you’ll receive:

An Evaluation of Your Essential Monthly Spending vs. Discretionary Monthly Spending
A Social Security Analysis to Maximize Your Benefits
A Strategy for Optimizing Your Pension (if applicable)
A Personalized Plan that Guarantees Income for Life
A Custom Strategy to Close the Income Gap and Protect Your Nest Egg
An Investment Plan with a Securities Advisor to Determine how to position Your Remaining Assets
A Tax Analysis to Ensure Your Plan is Tax Efficient
A Secure Estate Plan to Protect Your Family Legacy
A Review of Your Current Insurance Policies to Ensure You Are Protected
A Yearly Assessment to Ensure Your Plan Achieves Your Ever-Changing Goals

Learn more about our Retirement My Way process

Request a complimentary copy of this detailed brochure by completing the form below.

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Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.