How to Mitigate Risk In Your Retirement Portfolio

This video explores factors like lifestyle, healthcare, and Social Security, plus strategies to maximize income and stories of those with a $1 million nest egg.

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In a world of uncertainties, your retirement doesn’t have to be one of them. Choose a retirement specialist—not just a retirement product.

Mathilda Spiers

LPL Registered Associate & Client Services™

I grew up in Santa Cruz, CA, and I later graduated from Chico State with a degree in Business Finance. I enjoy the outdoors, sports, and spending time with my family. I understand the importance of work life balance, and I love to see that happen for Summit Wealth Strategies’ clients, as well.
Prior to becoming part of the Summit Wealth Strategies team, my professional background was helping clients with California state/corporate pensions and working with individuals to create attainable retirement plans. Now, as an LPL Registered Associate in Client Services with Summit Wealth Strategies, my objective is to provide tools, resources, and support to our organization’s associates, enabling our advisors to focus on helping clients pursue their financial goals and create financial freedom to enjoy the quality of life they deserve.

FINRA Series 7 & Series 66 Registration with LPL Financial
Licensed agent for Life & Health Insurance
CA Insurance License #0N07559

Andy Duff

Andy Duff | CFP®, CLU®, ChFC®

Certified Financial Planner®

Hi, I’m Andy. I’m a CERTIFIED FINANCIAL PLANNER®, which means I am a fiduciary as well. I have a degree in math and statistics, and I’ve been a Financial Advisor for more than 28 years. My father was in the industry for 45 years, so it runs in the family. Apart from work, I hike and kayak and spend time outdoors to “unplug” from the office. I love spending time with my three (now grown) sons and my grandchildren. My wife and I have been married over 30 years, and we still aren’t tired of watching “Notting Hill” together. In short, I have the qualifications and the professional passion to help you with financial planning. More importantly, I know you have a life outside of your finances, too, and that’s what I’m here to help you achieve.

CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant®
Chartered Life Underwriter®
B.S. Mathematics & Statistics, CA State University, Chico
Past President: National Association of Insurance & Financial Advisors, Shasta Chapter
Advisory Board: Community Foundation of the North State
Board of Directors: Good News Rescue Mission (2004 – 2011)

Kyle Bird

Financial Advisor

Growing up in Texas with parents in the private airline industry, I was raised in a world of high service and professionalism. I have been in the finance industry for over 15 years, working in corporate and non-profit finance. I know the power of financial legacy and the importance of planning early in your financial journey.
My goal is to fully understand your unique financial situation and apply my knowledge and experience to see you accomplish your financial goals and dreams. I come alive helping people plan for their future and making sure their families are well cared for. I am happily married and have two young boys who keep me busy outside the office. I am an avid golfer and will always take the opportunity to hit the golf course with a client.

Financial Advisor
Investment Advisor Representative of LPL Financial
FINRA Series 7, Series 66
Completed the Financial Planning Certificate Program, from The University of Texas at Austin
B.A. in Finance, from St Edward’s University
CA Insurance License # 4022874

Keith Fedor

Keith Fedor | RICP®

Financial Planner

Hi, I’m Keith. My focus is Retirement Planning; from growing and protecting wealth to implementing retirement income distribution strategies. I hold the Retirement Income Certified Professional^® designation from American College of Financial Services. In addition, I was honored to attend the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to confidence about their future. It’s gratifying, and it’s why I do what I do. So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.

Retirement Income Certified Professional^®, The American College of Financial Services
Investment Advisor Representative of LPL Financial
FINRA Series 7, Series 63 & Series 65
CA Insurance License # 0I92800

Keith Fedor & His Family

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How to Mitigate Risk In Your Retirement Portfolio

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Mathilda Spiers

LPL Registered Associate & Client Services™

Andy Duff | CFP®, CLU®, ChFC®

Certified Financial Planner®

Kyle Bird

Financial Advisor

Keith Fedor | RICP®

Financial Planner

How to Mitigate Risk In Your Retirement Portfolio

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