Retirement planning that works for you
At Summit Financial Partners, we know the best answers for your retirement are the ones that are based solely upon your unique goals, wants, and needs. That’s why we customize straightforward, worry-free plans based on where you are today and where you want to go tomorrow.
When it comes to financial planning for retirement, everyone has questions.
The “When will’s”, the “What if’s” the “How much’s”. But one of the biggest questions you should be asking yourself first is…
“How do I know if I’m getting the right advice and services I need that will enable me to comfortably retire like I dream?”
To provide you with confidence and peace-of-mind, Summit Financial Partners is one of the few fee-only, Fiduciary Advisors in Richmond, Virginia. This means that we are legally bound to keep your best interests in mind all the time. We do not earn commissions. Our fees are transparent, and we strive hard to avoid any conflict of interest.
And because we are fee-only based, unlike other financial planning services, you will never be pressured to buy an expensive, commission-based product like an annuity or life insurance as a way to fund your retirement plan. Instead, we offer hassle-free, retirement planning advice to guarantee you have a happy retirement.
Summit Financial Partners serves the Greater Richmond region, providing retirement management, personalized wealth management, and investment management services.