Summerhill Asset Management LLC

Summerhill Asset Management LLC We simplify the retirement planning process by using straightforward, easy to understand language. I have over 2 decades of experience in banking and finance.

I offer a comprehensive range of financial planning services including educational workshops, retirement income planning, investment management, and extended care planning. In addition, I am currently registered as a Uniform Investment Advisor with the State of Florida and State of Kentucky. I've earned my accreditation as a Certified Retirement Counselor® in addition to a Certification in Long Te

rm Care. I've passed the series 65 exam and holds life and annuity insurance licenses. I'm a veteran of the United States Army and actively involved with several organizations in his community.

We are hosting an event on August 17th at Plantation. We would love to see you there!
08/05/2024

We are hosting an event on August 17th at Plantation. We would love to see you there!

06/19/2024
Have the current market fluctuations affected your portfolio? Fixed indexed annuities may be the perfect alternative to ...
06/13/2024

Have the current market fluctuations affected your portfolio? Fixed indexed annuities may be the perfect alternative to equity uncertainty. Contact me to learn more.

Has recent equity performance left you less than happy? I have fixed income strategies that can preserve principal and o...
06/09/2024

Has recent equity performance left you less than happy? I have fixed income strategies that can preserve principal and offer retirement income regardless of the economic environment. Contact me and we’ll get started.

After retiring, you probably don’t want to go back to work, change your lifestyle, or spend your children’s inheritance ...
06/06/2024

After retiring, you probably don’t want to go back to work, change your lifestyle, or spend your children’s inheritance to cover increasing expenses or market losses. I have annuity strategies that can help preserve your lifestyle throughout retirement. Contact me to learn more.

Learn how the proper ingredients are vital in making a great old fashioned along with the proper ingredients required fo...
06/06/2024

Learn how the proper ingredients are vital in making a great old fashioned along with the proper ingredients required for a safe and secure retirement

Please join us for this great event at Plantation Country Club on June 15th at 4pm. Use the QR code to register. Look forward to seeing you,

The first two to three years before retirement is the time to balance asset growth while trying to prevent losses due to...
06/03/2024

The first two to three years before retirement is the time to balance asset growth while trying to prevent losses due to market fluctuations. Help take risk off the table with a short-term or fixed income annuity. Contact me to find out more.

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Address

2520 N Tamiami Trail Suite 21
Nokomis Beach, FL
34275

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