Retirement
Planning
You deserve a Retirement Specialist not just another retirement product or a general financial advisor.
Why? Generalist advisors often lack important considerations for tax savings, distribution strategies, Social Security planning, and wholistic advice.
Investment
Management
Income
Strategies
With a personalized income strategy, you can plan for tax-efficient income strategy that seeks to maximize your wealth and ensures lasting financial stability. Learn how to optimize your withdrawal sequence, explore ROTH conversion opportunities, and establish a dependable income flooring to meet your goals. These strategies could help you achieve a more secure and sustainable income stream and live the retirement you deserve.
As of 04/01/2025
Our Process
Introduction Call
This is the call that will take place when you reserve an appointment today. We dive deep into your personal goals, concerns, and current plan if you have one. We provide more in-depth information about our processes. We may be able to provide you with potential results of working with us.
Retirement Goals Meeting
If qualified, we’ll collaborate to define your retirement vision, risk tolerance, and lifestyle aspirations. We’ll analyze your current assets and income.
Retirement Analysis Meeting
We’ll determine whether or not your current plan will hit your goals and you will receive a personalized analysis of your current plan’s success probability. If not, we’ll explore potential optimizations to add 6-7 figures through tax savings, risk reduction, and growth strategies. You’ll receive a 1-page summary of these optimizations.
Investment Strategy Meeting
Review your custom Summit Retirement System investment strategy based on the analysis. Understand the investment recommendations tailored to your goals. After the call is completed, you will have an actionable retirement strategy we can then decide on how to proceed forward with implementation.
Ongoing Service & Review Meetings
Execution of the Summit Retirement System and the ongoing management of your investments based on your specific plan. We’ll provide regular performance updates, and adjust as needed to ensure you stay on track toward your retirement goals.
Start Today
In a world of uncertainties, your retirement doesn’t have to be one of them. Choose a retirement specialist—not just a retirement product.
