At SummitStone Retirement Partners, we believe retirement planning should be practical, personal, and accessible — never confusing or out of reach. Every hardworking family deserves peace of mind when it comes to their financial future, yet too many Americans are underprepared and vulnerable as they approach retirement. We are committed to changing that.
SummitStone was built on a foundation of blue-collar values and public service, and our team understands the unique challenges facing working families because we’ve lived them ourselves. We’ve seen the struggles from both sides of the table, and that perspective allows us to serve our clients with clarity, honesty, and respect.
Our mission is simple: Save. Plan. Protect. We help families save what they’ve worked a lifetime to earn, plan for a retirement that provides freedom, dignity, and peace of mind, and protect their loved ones and legacies for generations to come. We do this by providing education and guidance in retirement planning strategies, pension consulting, 401(k) and 403(b) planning, Social Security coordination, and life insurance solutions.
What sets us apart isn’t just our experience — it’s our values and commitment. We are passionate about protecting families, preserving hard-earned wealth, and honoring the backbone of America: teachers, healthcare workers, tradesmen, and union members. At SummitStone, we make complex financial topics clear and actionable with no pressure and no hidden agendas.
With in-person and virtual consultations available, we make retirement planning convenient, straightforward, and tailored to your needs. You’ve worked hard for your future. Let us help you save it, plan it, and protect it.
