Comprehensive Financial Planning
Clients of Summerlin Financial Advisors, Inc. value their financial "road map" from which all future important financial decisions can be measured, bringing to life answers posed by the question: "If you were sitting here 3 years from today, what would have to happened during that period for you to be satisfied with your progress, both personally and professionally?"
We offer comprehensive, fee-based, financial planning through Certified Advisory Corp, a non-affiliated company. Summerlin Financial Advisors, Inc. is a design/build firm in the financial services sector.
Retirement Income Testing - We identify your desired retirement income and test it against inflation to life expectancy.
Long Term Care Testing - Is your retirement income sufficient to withstand an additional $50,000/ year for a nursing home expense on a moment's notice and for an undetermined period of time? We test your assets for this expense.
Survivor Needs Analysis - We identify the exact amount of life insurance needed (rounded to the nearest dollar!).
Estate Tax Planning - We will develop the most cost-effective plan for the transfer of your estate to heirs, charities and the federal government (death taxes).