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).