Financial Tip Friday

What should my retirement goals be? - Randy Morris, CFP® | CEO

The retirement planning conversations typically begin by discussing what your goals are. Not having clear retirement goals is similar to setting out on a road trip without a destination picked out. If you do not have a destination in mind, it is hard to know if you are on track. That said, many people do not know where to start. What should your goals be? CEO Randy Morris addresses this topic in today's financial tip!

New to Summit? Schedule a Meeting

At some point, we all face complicated money-related decisions. Our financial advisors prioritize financial planning unique to you, so you can find clarity, gain confidence, and achieve peace of mind on your journey. 

Fill out the form below to schedule a complimentary 30-minute phone call with one of our advisors to get started on your journey towards financial contentment!