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Retirement

Real Cost of Retirement Living

Submitted by Summit Financial Advisors on June 4th, 2018

Your long-term goals and medical condition will dramatically impact the true cost of retirement. In the past, it was common for people to enter retirement facilities such as nursing homes when they were too old to care for themselves or their home.

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4 Retirement Reality Checks

Submitted by Summit Financial Advisors on May 31st, 2018

 

Living a comfortable retirement means planning for how much you will need now, when you have the ability to put away the money to do so.  What is your picture perfect retirement?  Are you…

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Summit Financial Advisors, LLC

  •   109 Baldwin Avenue, San Mateo, CA 94401
  •  Direct: 650-357-9410
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  •   19 Fourth Street, Petaluma, CA 94952
  •  Direct: 707-206-6000
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Summit Financial Advisors, LLC is an SEC Registered Investment Adviser. The financial advisors at Summit Financial Advisors, LLC are also registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC. Investment Advice offered through Summit Financial Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, MD, MN, NC, NH, NJ, NV, NY, TX, VI,  and WA.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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