Protect what you've built
Enjoy it for life!Committed to Helping You
At Summerhill Asset Management, our commitment to our client is take all of the indecisiveness and hesitation that comes from the retirement planning process by using straightforward, easy to understand language.
We understand the reluctance that some individuals have in sitting down to discuss important life events such as retirement. We strive to make this as pleasant as possible by listening to understand your goals and developing the strategies to help you work towards getting there.
Our Services
Retirement Income Strategies
Extended Care Planning
Life Insurance
Tax Efficiency Strategies
Investment Advisory Services
Asset Management
Contact Us Today
Take your first steps towards your retirement goals.
Phone
859-814-3046