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860.269.0909
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SUMMIT RETIREMENT SOLUTIONS

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1. DISCOVER
Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
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.

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CONTACT US

Phone: 860.269.0909
Email: [email protected]
Address:
219 Addison Road Unit 401
Glastonbury, CT 06033
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CONTACT US

Phone: 860.269.0909
Email: [email protected]

OUR LOCATION

219 Addison Road
Unit 401
Glastonbury, CT 06033
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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.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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