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A New Paradigm

in Retirement Income Generation

Meet Al Caicedo

of CKS Summit Group

Achieve Financial Security

with SMART™ Retirement

CKS Summit Group

Headquartered in Clinton Township, Michigan with clients throughout the United States. CKS Summit Group Celebrating 20 Years.

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CKS Summit Group

CKS Summit Group is a retirement income planning firm headquartered in Clinton Township, Michigan with clients throughout the United States. CKS Summit Group Celebrating 20 years.

Our focus is to bring you fresh new ideas for your retirement income. Our cutting edge tactical portfolios help our clients achieve safe, healthy growth of their savings and preservation of their principal balance.

We design plans which are specifically structured to limit downside stock market risk. This allows us to protect our client’s assets while providing them with strategies for achieving effective tax reduction and inflation protection.

Come experience the 
New Evolution
  of Retirement Income Planning

“I am an income planning specialist who works with a select group of pre-retirees and retired individuals who aspire to a work optional lifestyle. So, I have developed and refined a process to put all the pieces of that puzzle together. I call this process S.W.A.N. because I want my clients to Sleep Well At Night. This allows them to face the future with anticipation instead of apprehension.”

Al Caicedo
retirement planning experts
Al Caicedo - CKS Summit Group

Who We Serve

Who We Serve

While our portfolios are highly customizable, can serve a broad range of ages and needs, our services are ideally suited for clients in the 55-75 age range with portfolios of $250,000 or greater. Our SMART Portfolio is ideally suited for clients ages 35 plus. We are also able to serve clients across the U.S.

What We Do

What We Do

We design, build, and manage custom retirement portfolios that are fully capable of simultaneously generating stable growth, increasing income, and preservation of principal throughout a client’s lifetime, with only limited downside market risk.

How We Do It

How We Do It

Because certain financial vehicles are good at some things and poor at others no single product can achieve all of the important objectives that most retirees have. Through the correct blending of vehicles together, multiple objectives can be met at the same time.

Working With CKS

In 3 Easy Steps
Step 0
Schedule Your
Strategy Session
Step 0
Customize
Your Portfolio
Step 0
Let CKS
Work For You

Step 1 Starts Here

Meet Al Caicedo

In today′s world, the importance of a well-executed retirement plan cannot be underestimated.

Every Strategy Session

With Us is Complimentary!