Finding a financial advisor is a crucial step in managing your finances effectively. This is especially important as you near retirement age. A good advisor can help you navigate through…
Tag: retirement planner
![What is the CKS Lifetime Portfolio?](https://www.summitgp.com/wp-content/uploads/2021/07/lifetime-portfolio-cover.jpg)
What is the CKS Lifetime Portfolio?
In 2021, there’s an overwhelming amount of retirement planning options out there. So how do you choose the best plan for you? Let’s take a deeper look at how CKS…
![Advantages of Professional Retirement Planning](https://www.summitgp.com/wp-content/uploads/2019/05/AdobeStock_52854917-1160x508.jpeg)
Advantages of Professional Retirement Planning
Not everyone uses or needs a retirement-focused financial advisor, but in the right circumstances one can offer you confidence, security and a secure retirement plan. The Role of a Retirement…