Union Strong. Retirement Ready

Proudly serving America's workforce. We understand your values and your future.

Retire strong with a free review

Protect What You've Worked a Lifetime to Build.

From income planning to asset protection - your peace of mind starts here

retire strong with a free review

More Than a Plan - A Partnership.

We walk beside you with personalized strategies that evolve with your life.

retire strong with a free review

Your Retirement, Your Terms.

We simplify the complex - pensions, assets and Social Security - into one tailored plan just for you.

retire strong with a free review

Secure Tomorrow, Start Today.

From opening your first IRA to planning your legacy, we're here to guide your next chapter with clarity and care.

retire strong with a free review

About Us

SummitStone Retirement Partners is a trusted firm specializing in union retirement planning and personalized retirement income strategies for working families. We offer tailored solutions in life insurance, income planning, pension consulting, and Social Security coordination — all designed to help you make confident, informed decisions about your future.

Our founders are licensed retirement specialists with more than 35 years of combined experience. One brings two decades of insight as a proud union member, while the other has spent over 15 years helping public employees and educators navigate pension systems, 401(k)/403(b) plans, and Social Security strategies.

Rooted in experience and committed to service, SummitStone understands the unique challenges faced by union members, blue-collar workers, public sector employees and healthcare professionals. Whether you’re reviewing your pension, optimizing retirement income, or protecting your family’s future, our team of pension consultants is here to guide you every step of the way.

We offer both in-person and virtual consultations to make your union retirement planning experience accessible, transparent, and effective.

Services We Provide

Retirement Income Planning

Life Insurance & Legacy Planning

Retirement income planning means more than just saving — it’s about managing your money through every stage. We guide you through the accumulation phase as you build savings, the distribution phase as you begin drawing income, and the preservation or transfer phase to protect and pass on your legacy. Our goal is to help you create steady, reliable income with clarity and confidence.

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Life Insurance & Legacy Planning

Your legacy matters. We help protect what you've built through personalized life insurance solutions — including term, whole life, and indexed universal life policies — designed to support your loved ones, cover final expenses, and provide lasting security.

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Union-Focused Retirement Reviews

Life Insurance & Legacy Planning

Union-Focused Retirement Reviews

As union members ourselves, we understand the unique retirement benefits and challenges union workers face. That’s why we offer personalized retirement reviews designed specifically for union families. We provide clear, straightforward guidance to help you make the most of what you’ve earned through years of hard work and dedication.

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Pension Benefit Guidance

Social Security Coordination

Union-Focused Retirement Reviews

Understanding your retirement benefits is key to making confident decisions. We help you evaluate your pension, 401(k), and 403(b) options — whether you’re choosing between a lump sum and monthly payout, planning a rollover, or coordinating your benefits with Social Security. Our goal is to simplify the process, answer your questions, and make sure your workplace retirement benefits are working in your favor.

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Social Security Coordination

Choosing when and how to file for Social Security can significantly impact your retirement. We educate you on the timing and strategies available so you can coordinate your Social Security benefits with other income sources like pensions and personal savings.

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IRA & Roth IRA Strategy

Social Security Coordination

We provide education on how Traditional and Roth IRAs can play a vital role in your overall retirement strategy. Whether you're just getting started or looking to grow your savings, we help you understand how these accounts work, their contribution rules, and how they can complement your pension, 401(k)/403(b), and insurance-based planning for a more secure future.

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Contact Us

Prefer a virtual meeting?

We offer phone and video consultations to make the process simple, convenient, and on your schedule.

Have questions about retirement, pensions, 401(k) options, Social Security or life insurance? We're here to help. Whether you're just getting started or want a second opinion on your current plan, our licensed professionals are ready to guide you.

SummitStone Retirement Partners

info@summitstoneretirement.com

Summitstone Retirement Partners

Union Strong. Retirement Ready

Protect What You've Worked a Lifetime to Build.

More Than a Plan - A Partnership.

Your Retirement, Your Terms.

Secure Tomorrow, Start Today.

About Us

Services We Provide

Retirement Income Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Union-Focused Retirement Reviews

Life Insurance & Legacy Planning

Union-Focused Retirement Reviews

Pension Benefit Guidance

Social Security Coordination

Union-Focused Retirement Reviews

Social Security Coordination

Social Security Coordination

Social Security Coordination

IRA & Roth IRA Strategy

Social Security Coordination

Social Security Coordination

Contact Us

RETIRE STRONG WITH A FREE REVIEW

Prefer a virtual meeting?

SummitStone Retirement Partners

Union Strong. Retirement Ready

Protect What You've Worked a Lifetime to Build.

More Than a Plan - A Partnership.

Your Retirement, Your Terms.

Secure Tomorrow, Start Today.

About Us

Services We Provide

Retirement Income Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Life Insurance & Legacy Planning

Union-Focused Retirement Reviews

Life Insurance & Legacy Planning

Union-Focused Retirement Reviews

Pension Benefit Guidance

Social Security Coordination

Union-Focused Retirement Reviews

Social Security Coordination

Social Security Coordination

Social Security Coordination

IRA & Roth IRA Strategy

Social Security Coordination

Social Security Coordination

Contact Us

RETIRE STRONG WITH A FREE REVIEW

Prefer a virtual meeting?

SummitStone Retirement Partners

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