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President / Owner
Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse. Al is an asset preservation consultant and transitional planning specialist. 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. CKS Summit Group is committed to act in the best personal and financial interest of our clients.An aging America, combined with the precarious state of Medicare and Social Security, have created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired.Al is a member of the Presidential Who’s Who and the Million Dollar Round Table. He has been featured in the following publications: Oakland Press, the Detroit News, Observer & Eccentric, Builder Magazine, Consumers Digest, WWJ News Radio 950, WDIV-TV Channel 4, Fox 2 Detroit, and C&G Newspaper.
Sara is committed to providing superior customer service to our clients. Sara is responsible for setting up and administering client account information. She keeps in contact with clients during the transfer and account set up periods to insure our clients stay informed throughout the process. She also processes client’s account requests and makes sure everything is handled in a timely manner. She expedites account distributions and withdrawals, as well as, deposits and fund transfers. Sara's goal is to make sure our office is running efficiently, so we can provide our clients with a great experience. Sara enjoys spending time with her family, watching football and relaxing on her boat during the hot summer months.
Client Relations and Marketing
Rachel is committed to ensuring everyone who visits our office feels the warmth and care we have for our clients. Rachel is responsible for coordinating all client events from workshops to client appreciation events. She ensures that we maintain an open dialogue with all our clients by speaking with them and ensuring we are meeting their needs. Rachel assists in all communication sent to our clients, making sure we are effectively providing timely information to all of our clients. Rachel's goal is to keep our clients well informed, by providing each one of them with cutting edge information which allows our clients to continue enjoying a stress free retirement. Rachel enjoys reading and sewing.
Bookkeeping & Accounting
Sharon has been part of the CKS family since it was founded in 1998. Sharon brings over 25 years experience and dedication to providing superior support to our team. Her in-depth knowledge and guidance has been a huge asset to our firm. Sharon has been instrumental in maintaining the financial well being of our firm, which allows us to continue giving superior service to all of our clients. Sharon can be found out on the golf course during her free time.
Director of Social Media/Investment Advisor Representative
Nikki oversees all social media operations for CKS. Her goal is to provide clients with relevant, interesting, and informative news. She is the lead author of the CKS blog, View from the Summit. As an investment advisor representative, Nikki specializes in managing fixed income securities. When she has free time, Nikki is an avid softball player who also enjoys concert going and spending time with her family. Investment advisory services provided by Sound Income Strategies, LLC.
A brief description.
CKS Summit Group 37040 Garfield, Suite C-3, Clinton Township, MI 48036 Phone: 586-286-5820 Fax: 586-286-5827 E-mail: firstname.lastname@example.org
If you know of a friend or family member who needs our services, please contact us and we will be happy to help them. Call or email our office today to set up a Free Financial Analysis!
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. CKS Summit Group and Sound Income Strategies, LLC are not associated entities.