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?”

As a form of investment planning, our office will look through our different investment products to find the method to best optimize your wealth.

Insurance is used for protection; for you, your family and your assets. Insurance doesn’t make individuals rich. Insurance brings protection. Use an insurance company’s assets to leverage the protection that you need.
Life insurance helps protects a family from the death of an individual.

Give your family and loved ones peace of mind by preparing your legal documents to remove the stress of probate. If you don’t have an attorney or CPA, we can recommend the needed professional to make sure your affairs are in order.

It doesn’t take a multimillion-dollar investment portfolio to pass on assets to your future generations. You can use your investments and leverage them with an insurance company to provide income tax free death benefits.