Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA's Brokercheck:
What we can do for You!
We offer personalized, hands-on financial services to help educate our clients on financial concepts and products such as investing, insurance, estate conservation, and preserving wealth. We understand the challenges of retirement these days, and we know the biggest concern for many is outliving their money. Our focus is on money management, as well as other issues critical to financial well being.
+ Investment Planning Services
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.
+ Insurance Planning
Managing the risk across elements of your life can help you overcome obstacles and keep your financial roadmap on track.
+ Retirement Planning
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.
+ Offers & Negotiation
We help our clients weigh out and consider the pros and cons with new jobs, including benefits and salaries.
+ Business Continuity Planning
Prepare your business for the unexpected with our Business Continuity Planning services.
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.
Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.