Retirement Solutions
Designed for Business Owners
Retirement Solutions
Designed for Business Owners
Exit Your Business, Not Your Financial Security: Life Insurance, Annuities, and Investments for a Confident Retirement.
Exit Your Business, Not Your Financial Security: Life Insurance, Annuities, and Investments for a Confident Retirement.
Services
Services
Services
Turn years of hard work into a lasting legacy
Turn years of hard work into a lasting legacy
At Summit Retirement Solutions, we help business owners transition smoothly into retirement while providing employees with robust financial planning tools. Our services secure your financial future, whether planning your retirement or enhancing employee benefits.
At Summit Retirement Solutions, we help business owners transition smoothly into retirement while providing employees with robust financial planning tools. Our services secure your financial future, whether planning your retirement or enhancing employee benefits.
Investment & Retirement Solutions
Investment & Retirement Solutions
Secure long-term financial stability with strategies tailored to your goals:
Secure long-term financial stability with strategies tailored to your goals:
401(k) Plans: Tax-advantaged plans for business owners and employees.
401(k) Plans: Tax-advantaged plans for business owners and employees.
Investment Portfolios: Diversified strategies aligned with risk tolerance.
Investment Portfolios: Diversified strategies aligned with risk tolerance.
Business Exit Strategies: Maximize business value during transitions.
Business Exit Strategies: Maximize business value during transitions.
Annuities: Guaranteed income for retirement.
Annuities: Guaranteed income for retirement.
Business Owner Retirement Planning
Business Owner Retirement Planning
Customized strategies for a confident retirement:
Customized strategies for a confident retirement:
Succession & Exit Planning: Smooth business transitions.
Succession & Exit Planning: Smooth business transitions.
Tax-Efficient Strategies: Maximize retirement income.
Tax-Efficient Strategies: Maximize retirement income.
Stock Option Advice: Manage equity plans effectively.
Stock Option Advice: Manage equity plans effectively.
Stock Option Advice: Manage equity plans effectively.
Life Insurance Solutions
Life Insurance Solutions
Protect your loved ones and business with flexible coverage options:
Protect your loved ones and business with flexible coverage options:
Term, Whole, & Universal Life Insurance: Tailored to your needs.
Term, Whole, & Universal Life Insurance: Tailored to your needs.
Key Person Insurance: Safeguard your business from key personnel loss.
Key Person Insurance: Safeguard your business from key personnel loss.
Key Person Insurance: Safeguard your business from key personnel loss.
Employee Benefits & Financial Wellness
Employee Benefits & Financial Wellness
Enhance employee financial security:
Enhance employee financial security:
401(k) Plan Management: Attract and retain top talent.
401(k) Plan Management: Attract and retain top talent.
Financial Education: Empower informed financial decisions.
Financial Education: Empower informed financial decisions.
Benefits Consulting: Align packages with business goals.
Benefits Consulting: Align packages with business goals.
Benefits Consulting: Align packages with business goals.
Lori Maguire
Lori Maguire
Lori Maguire
Meet Your Retirement Solution Expert
Meet Your Retirement Solution Expert
Meet Your Retirement Expert
Your trusted partner for transitioning from business to retirement
Your trusted partner for transitioning from business to retirement
At Summit Retirement Solutions, my mission is to empower business owners to transition from the boardroom to retirement with confidence and security. I specialize in tailored life insurance, annuities, and investment strategies designed to protect your legacy, grow your wealth, and ensure financial freedom for the next chapter of your life. With a focus on personalized solutions and expert guidance, I help you exit your business without compromising your financial future.
Contact
Get in touch today for expert retirement solutions
Get in touch today for expert retirement solutions
Email address:
lori_maguire@summitretirementsolutions.com
Phone number:
+ 1 (858) 682-6909
Location
Phoenix, Arizona