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

We offer comprehensive, fee-based, financial planning through Certified Advisory Corp, a non-affiliated company. Summerlin Financial Advisors, Inc. will design a plan to test the longevity of your assets to fit individual needs particular areas of financial planning such as:

Retirement Income Testing – We identify your desired retirement income and test it against inflation to life expectancy.

Long Term Care Testing – Is your retirement income sufficient to withstand an additional $50,000/ year for a nursing home expense on a moment’s notice and for an undetermined period of time? We test your assets for this expense.

Survivor Needs Analysis – We identify the exact amount of life insurance needed (rounded to the nearest dollar!).

Estate Tax Planning – We will develop the most cost-effective plan for the transfer of your estate to heirs, charities and the federal government (death taxes).

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