Retirement Planning for Peace of Mind
Smoothly Transition to an Active Retirement
Planning with Clarity
We understand that many people don't think about retirement or their future until it feels too late. Whether it's because retirement seems too far down the road or you believe you don't make enough to save, we recognize the challenges. Often, individuals prefer to reinvest in themselves or their businesses, or simply can't envision a life without work.
Retirement planning is no longer a one-size-fits-all journey. Gone are the days of a predictable pattern leading to a quiet life in a retirement community. Instead, retirement planning should be as dynamic and personalized as the life you lead. Whether it's your reasons for retiring, your lifestyle goals, or how you imagine your retirement, the planning process should reflect your unique vision.
Planning with Clarity
We understand that many people don't think about retirement or their future until it feels too late. Whether it's because retirement seems too far down the road or you believe you don't make enough to save, we recognize the challenges. Often, individuals prefer to reinvest in themselves or their businesses, or simply can't envision a life without work.
Retirement planning is no longer a one-size-fits-all journey. Gone are the days of a predictable pattern leading to a quiet life in a retirement community. Instead, retirement planning should be as dynamic and personalized as the life you lead. Whether it's your reasons for retiring, your lifestyle goals, or how you imagine your retirement, the planning process should reflect your unique vision.
Our Approach
We begin with our Summit Pathway Discussion—a conversation designed to understand your needs and aspirations. We believe in being open, transparent, and non-judgmental as we explore your current lifestyle and the challenges you face. We design a detailed strategy through multiple tools and conversations.
Inventory Report
Assessing your current assets and financial situation.
Get-to-Know-You Discussion
Understanding your personal goals and dreams.
Trajectory Report
Measuring where you are now against where you need to be and what it takes to get there.
Ongoing Collaboration + Monitoring
Shaping your future with advanced software to verify our action plan and keep you on track.
Tailored Strategies to Prepare for the Future
Investment Management
Tailored strategies to align with your goals, needs, risk tolerance, and values.
Tax Efficiency Planning
We’ll aim to reduce tax burdens and optimize savings through collaboration with your CPA for deductions and tax deferrals to improve your financial plan.
Estate Planning
Protect your legacy, values, intellectual property, and business with thoughtful estate planning.
HR Benefits + Long-term Planning
Ensure your anticipated needs are met without financial stress. We can help ensure your chosen plan is tailored to your needs.
Plan for Your
Future Today
Contact your partners at Summit Retirement Advisors.
