We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!
860.269.0909

ELEVATE

YOUR FINANCIAL FUTURE

We’ll help you create a well-thought-out strategy to help you address your financial needs and concerns.
Learn How
GET STARTED IN 3 EASY STEPS:
1. DISCOVER
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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.
3. PLAN
Receive a custom strategy designed to help you reach your unique retirement goals.
1. DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
3. PLAN
Receive a custom strategy designed to help you reach your unique retirement goals.
Let's Get Started

Need More Info?

ATTEND A LIVE EVENT
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
No upcoming events.
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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
Jay Forgione
JAY FORGIONE
Owner
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.
>> Watch Our Story
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.
Schedule a Meeting
Register for a Seminar
Or give us a call at 860.269.0909
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CONTACT US

Phone: 860.269.0909
Email: Info@summit-rs.com

OUR LOCATION

30 Hebron Ave.
Building E, 2nd floor
Glastonbury, CT 06033
Get Directions
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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