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
Jul, 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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Jul, 16 2017
Six Potential 401(K) Rollover Pitfalls
You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover…
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Jul, 09 2017
Find Missing Money In Forgotten 401(k)s
Millions of workers who changed jobs left more than a coffee mug behind. Billions of…
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Jul, 02 2017
How Women Are Different From Men, Financially Speaking
We all know men and women are different in some fundamental ways. But is this…
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