Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management

Objective advice on how best position assets to pursue your goals. With traditional brokerage services and fee-based investment management, there are a variety of ways available to manage your financial assets for you and your family. You can be as involved in making decisions as you feel comfortable.

Financial Planning Services

Utilizing financial calculators and planning, we can work together toward accomplishing your goals. If you are making decisions about having income now, how to retire with dignity, getting your affairs in order, saving for college or managing debt we can help you make a wise decision to proceed with living your life confident in your decision.

Insurance and annuities

Variable and Fixed Annuities, Life insurance, Long-term care Insurance.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jreeves@summitfn.com |  (361) 226-4900