Our Services
We can assist youRetirement Income Planning
- We develop retirement income strategies to help provide our clients with financial peace of mind.
- We create a personalized analysis that describes your custom plan for creating monthly retirement income.
- Establish a plan to withdraw the appropriate amount from retirement savings to bridge the gap between income and expenses.
Asset Management
- Through American Capital Management, we focus on increasing total wealth over time by maintaining and managing investments that have the potential to grow in value.
- We personalize your portfolio to meet your immediate needs in addition to your future goals.
- We have a fiduciary responsibility to all our clients. This means that all the decisions that we make on behalf of our clients are made in good faith and placing their interests above our own.
Extended Care Planning
- According to AARP, 10,000 baby boomers will turn 65 every day. This trend will continue into the 2030s. With that in mind, over 70% of the population will need extended care at some point in their lives.
- We will provide our clients with a Care Funding Analysis that will help to prevent the needless loss of assets that weren’t properly allocated.
- We will discuss the pros and cons of using various accounts to pay for the expenses associated with extended care.
Life Insurance
- Life Insurance is an integral part of estate, retirement, and financial planning.
- A comprehensive review of your life insurance should be a part of your financial plan and reviewed on a regular basis to ensure that it keeps up with your needs.
Investment Advisory Services
- At Summerhill Asset Management and American Capital Management, we provide our clients with a guide to help you define and manage your personalized investment goals.
- We will help manage your portfolio to make sure that you stay on track for your financial goals, and it reflects your risk tolerance.
- We design investment strategies that are as unique as you and your goals. There is no “one size fits all approach.”
Tax Efficiency Strategies
- We assist our clients in devising potential tax-free sources of income.
- We provide ways for our clients to take advantage of tax-efficient retirement accounts that can possibly reduce current and future taxes.
- Help clients identify the accounts that will provide them with the most advantageous tax treatment.
Contact Us Today
Take your first steps towards your retirement goals.
Phone
941-303-6316