Helping School Employees Retire With Confidence.
Whether you're a teacher, custodian, aide, or administrator — you deserve a retirement strategy as dedicated as you are.
About Us
About Us
At SummitStone Retirement Partners, we understand that working in the school system is more than a job — it’s a lifelong commitment to serving others. Whether you’re in the classroom, the cafeteria, the front office, or behind the wheel of a bus, your dedication deserves a retirement strategy built on clarity and confidence.
We specialize in helping school employees Save, Plan, and Protect by making sense of their 403(b) plans, pensions, Social Security options, and other retirement benefits. Too often, school workers are left unsure about how their retirement accounts really work or whether they’re saving enough — and that’s where we step in.
Our mission is simple: to provide honest, personalized retirement education and planning for the people who keep our schools running. You won’t get a one-size-fits-all financial pitch from us. Instead, we take time to understand your role, your benefits, and your goals — and then build a plan designed just for you.
Whether you’re just getting started, mid-career, or approaching retirement, we’re here to help you retire smart, secure, and stress-free — with a plan that helps you save wisely, plan confidently, and protect what you’ve earned.
Services We Provide
403(b) Plan Guidance
Social Security Coordination
403(b) Plan Guidance
We help you make sense of your 403(b) retirement plan — from understanding how contributions work to reviewing your current setup and helping you make informed decisions that align with your retirement goals.
Pension Support
Social Security Coordination
403(b) Plan Guidance
Not sure what your pension will provide — or how it fits into your overall retirement? We’ll help you review your pension estimate, understand payout options, and avoid common mistakes.
Social Security Coordination
Social Security Coordination
Social Security Coordination
Learn when and how to claim Social Security in a way that works with your 403(b) and pension to give you maximum lifetime income.
Retirement Income Planning
Retirement Income Planning
Social Security Coordination
We'll show you how to turn your savings into a reliable income stream you can’t outlive — and help make sure you're protected from rising costs and market risks.
Asset Protection
Retirement Income Planning
Life Insurance Solutions
We help you explore ways to protect your hard-earned retirement savings from market volatility, inflation, and other risks — using safe, insurance-based strategies.
Life Insurance Solutions
Retirement Income Planning
Life Insurance Solutions
We offer guidance on how life insurance can provide long-term protection for your loved ones, potential tax-free legacy planning, or even supplemental retirement benefits.