RETIREMENT PLANNING

We believe that first step in planning for your retirement income is to figure out your goals.

We’re here to work with you on helping quantify those goals and examine what retirement will look like for you. Putting a plan in place can help you utilize your assets in an efficient manner, helping accomplish things like:

  • Making sure your basic needs are covered for as long as you live
  • Maximizing your Social Security benefit
  • Identifying tax issues and opportunities
  • Making sure your money keeps up for the long haul

Planning for your retirement can be one of the most involved and complex areas of what we do. The real risk that we try to help people avoid is running out of income in retirement. We help our clients live in confidence by helping them strive for financial independence.

Let our wealth advisors help you today!

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INVESTMENT 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.