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

You have probably talked to a stockbroker about investments, a realtor about real estate, and an insurance agent about insurance. Summerlin Financial Advisors, Inc. integrates the “pieces” of your investments and insurance to produce a financial plan that works together to accomplish your desired goals. You are invited to familiarize yourself with the products and services we offer.

Products and Services

  • Legacy Planning in Gainesville

    Legacy Planning

    It doesn’t take a multimillion-dollar investment portfolio to pass on assets to your future generations. You can use your investments…

  • Wealth Distribution

    Estate Planning

    Give your family and loved ones peace of mind by preparing your legal documents to remove the stress of probate.…

  • Life Insurance

    Insurance Planning

    Insurance is used for protection; for you, your family and your assets. Insurance doesn’t make individuals rich. Insurance brings protection.…

  • Retirement Planning

    Wealth Accumulation

    As a form of investment planning, our office will look through our different investment products to find the method to…

  • Comprehensive Financial Planning

    Financial Planning

    Clients of Summerlin Financial Advisors, Inc. value their financial "road map" from which all future important financial decisions can be…

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