Transitional Planning Specialist^SM

Transitional Planning is a true specialization.  We can say with certainty that CKS Summit Group is one of only a few firms in the nation that truly can be considered a pure specialist in this area.

In today's age of specialization, Transitional Planning is really blazing the trail.

In the same way people building their wealth view financial planners, so is the way that individuals preparing to retire view Transitional Planning Specialists.  It is important to distinguish between the two.

In our senior market practice it has been our experience to see many elder clients still chasing high rate of returns on their investments without any realization of the risks to which they were exposing their portfolios.  That risk was recently realized when the market adjustments clearly introduced them to the pitfalls of the market for the senior investor.

This is where the services and skills of a Transitional Planner come into play.  In Transitional Financial Planning, one exposes himself to the market hopefully realizing the risks and pitfalls for the long-term investment objective.

In Transitional Planning, we deal with seniors who are either pre-retirement or have actually retired and their goals and objectives are very different from when they were still working.  The goals and objectives of a Transitional Client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home.

If you answer false to at least 7 of the following questions, you are a candidate for the special services of a Transitional Planning Specialist:

True False Questions 1.   I totally understand my investment account. 2.     I know the specific companies that are in my mutual fund account. 3.     I am not worried about my account going down in value. 4.     My broker calls me at least 4 times a years. 5.     My broker is quick to get back to me when I leave a message. 6.     My broker comes to my home for all appointments. 7.     I haven't lost any money in the stock market/mutual funds. 8.     I can afford to continue to lose money in the stock market/mutual funds. 9.     I don't need to reduce my income tax. 10.     I don't need to reduce the tax on my social security benefits. 11.     I don't care if my family goes to probate after I die. 12.     I have plenty of time to deal with all my concerns and don't need to worry at my age. 13.     I am not worried about going to a nursing home and losing all my money. 14.     I don't need a second opinion on any of my answers above.

Retirement is meant to be enjoyed

Contact us: CKS@summitgp.com

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586-286-5820

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor

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