Summerlin Financial Advisors, Inc.
For over 47 years, Summerlin Financial Advisors, Inc. has been the source of financial planning wisdom to hundreds of North Florida businesses and families seeking solutions to their needs, based on trust and knowledge.
We invite you to browse this financial resources site for information, tools and an invitation to learn more about our financial planning process.
Enjoy your visit and please allow us to answer any questions you may have.
"We expect no economic opportunity until we have created something of value for someone else."
- Steve Summerlin, CFP®, President
RECENT NEWS
Jan, 30 2024
The U.S. avoided recession last year. What comes next?
Entering 2023, more than 85% of economists expected a U.S. recession before year’s end. They…
Read more 0Jan, 30 2024
Risks of bad breadth: Market concentration in 5 charts
Just seven companies have kept the S&P 500 Index afloat this year, with Apple, Meta,…
Read more 0Jan, 30 2024
As rate hikes near end, historic investor opportunity may begin
To say this has been an interesting year in financial markets is an understatement. Equities…
Read more 0Jul, 23 2017
Pain At The Pump: Why Does It Cost More To Fill Your Tank?
The Memorial Day weekend is the beginning of the summer driving season, and — not…
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