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 financial planning and asset management through Certified Advisory Corp, a non-affiliated company. Summerlin Financial Advisors, Inc. will design a plan to test the longevity of your assets to fit individual needs particular areas of financial planning such as:

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 amount of life insurance needed in terms of the estimated nearest dollar amount.

Estate Tax Planning – We will develop what we believe to be the most cost-effective for the transfer of your estate to heirs, charities and the federal government (death taxes).