Summit Retirement Solutions can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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Jay Forgione
Owner

Jay prides himself on helping clients elevate their financial awareness. As the owner of Summit Retirement Solutions, Jay works to help individuals and families design strategies to achieve their goals in the most tax-efficient and future-focused way.

Jay began his career as a senior regional manager for a major corporation. During this time, he realized the importance of financial planning. He started his own practice to focus on crafting retirement distribution planning strategies to help clients preserve, protect and defend their nest eggs.

Jay has a bachelor’s degree in small-business management from the University of Connecticut.

In his free time, Jay loves the outdoors, skiing, hiking, golfing and spending time with his wife and three kids.

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Ready to take
The Next Step?

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

Or give us a call at 860.951.2033

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