Disclaimer

SummitStone Retirement Partners provides retirement education and insurance-based financial services to individuals, families, and union members across the United States.

We are licensed insurance brokers and retirement specialists, offering guidance on strategies involving life insurance, annuities, 403(b) plans, pension optimization, and other non-securities-based solutions. We are not licensed to offer securities, investment advice, or asset management services.

No Investment, Legal, or Tax Advice

All content provided on this website is for general educational purposes only and should not be considered investment, legal, or tax advice. You should consult a licensed financial advisor, tax professional, or attorney before making any decisions based on the information provided.

No Client Relationship Implied

Accessing this website or communicating with us through forms, calls, or email does not create a fiduciary or advisor-client relationship. All engagements are subject to proper licensing and suitability reviews.

Insurance Product Disclosures

Any descriptions of insurance products—including annuities, life insurance, or retirement planning tools—are illustrative only and subject to approval by the issuing insurance carrier. Product availability, terms, and benefits may vary by state, carrier, and individual suitability.

Guarantees provided by insurance products are subject to the claims-paying ability of the issuing company.

State Licensing Notice

We are licensed to conduct insurance business in select states. Services may not be available in all jurisdictions. Please contact us to confirm licensing status in your state.

Results May Vary

All examples or client scenarios mentioned are for illustrative purposes only. Individual results will vary based on personal financial circumstances, health status, and plan choices.

Data & Privacy

Your privacy matters. By submitting information through this site, you consent to be contacted by SummitStone Retirement Partners through email, phone, or text message. All data is handled in accordance with our Privacy Policy and is never sold.