• Find Us
    4110 NW 37th Place,
    Suite A
    Gainesville, FL 32606
  • Call Us Today
    (+1) 352-372-3681
  • EMail Us Now
    office@summerlingroup.com

The Fiduciary Standard

Our goal is to act as a fiduciary, whether a ‘rule’ requires us to or not. Our Registered Investment Advisory firm Certified Advisory Corp has earned the CEFEX designation from the Centre for Fiduciary Excellence. The firm went through a 120-page questionnaire as well as an on-site examination. The firm felt that letting our investors know that we were making the proper effort on their behalf was worth the time and cost associated with the process. You can read more about the CEFEX designation here.

Financial Calculators:

Life Happens Life Insurance Calculator – When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death.

Disability Income Calculator – This simple tool estimates the income you would need to maintain your current standard of living should you become disabled and unable to work.

Bankrate – Use our financial calculators to finesse your monthly budget, compare borrowing costs and plan for your future.

Market News

Wall Street Journal – Daily coverage of activity in the financial world.

MarketWatch – Stock Market news – Financial News

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