ELEVATE

YOUR FINANCIAL FUTURE

We’ll help you create a well-thought-out strategy to help you address your financial needs and concerns.

Get started in 3 easy steps:

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using The Summit Retirement Solutions Process, we’ll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

Don’t Play Your Retirement by Ear!

If you find yourself wondering …

  • How do I make sure my money lasts?
  • How can I cover all my expenses?
  • Could my taxes increase?
  • Will I have anything left to leave to my loved ones?

… chances are your current retirement plan is not in harmony with your goals.

Download this complimentary guide TODAY to discover why a sound strategy can help you strike the right chord in retirement.

Need More Info?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

January 28
Retire Ready
6:30 pm | Wethersfield Community Center 30 Greenfield Street
Wethersfield, CT 06109 United States
January 30
Retire Ready
6:30 pm | Wethersfield Community Center 30 Greenfield Street
Wethersfield, CT 06109 United States
March 18
Retirement Summit
6:30 pm | Glastonbury Community Center 300 Welles Street
Glastonbury, CT 06033 United States

Get to Know Us

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 860.951.2033

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