Retirement Planning

Retirement Planning

Securing your finances for retirement is one of the most important steps in planning your future.

As retirement expectancies continue to increase, many people will spend up to one-third of their lives in retirement.  Actively planning for retirement is likely one of the most important choices you’ll ever make.  The goal of achieving a comfortable retirement requires some in-depth strategic planning, which includes a well thought-out lifecycle management.  We’ll assess your current position with respect to your retirement needs and goals and then help put you on an investment path to potentially realize them.                                  

This section may require the most patience, as its planning could begin as many as 25 years or more before retirement.  The point is that it is never too early to start planning ahead – or too late.  If you’re planning has been delayed even five months from your retirement, don’t worry, we can help you get things in order.  Keep in mind, however, that preparing for retirement and making wise decisions with your finances now can significantly affect how comfortable your retirement life will be.

At Summit Capital Management, we assist you with:

  • Your retirement cash flow;
  • Options for retirement plan distributions;
  • Investment strategies for retirement;
  • How to protect your family’s financial future.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

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