INVESTMENT PLANNING

Investment planning is the process of matching your financial goals and objectives with your financial resources.

Planning is essential and is a core component of a stable financial house. Everyone’s situation is different, and we believe that your investments should fit your current situation.

Our planning process is designed to help you get clear on how to match your financial resources to your financial objectives. There are thousands of different investments across all different types of asset classes; from stocks to bonds to ETF’s to mutual funds. Each type of investment has different characteristics, and we believe that a good investment plan is tailored to suit your specific investment needs.

By helping you set out clear and measurable goals, we can help you explore a suitable mixture of investment options to help you reach your specific goals. We believe that it is important to build a comprehensive financial roadmap to help keep you on track when life happens. It is the goal of our firm to help you plan and to be a resource for you and your family, business, or organization now and in the future.

Let our wealth advisors help you today!

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INSURANCE PLANNING

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FINRA INFORMATION:
*Representatives offer products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA / SIPC– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors LLC. or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.