941-206-8500 Client Login HOW WE WORK YOUR TEAM SOLUTIONS CONTACT US FYI COVID-19 When you stop working, make sure your money keeps going strong. Investing for retirement can be very different than the way you've invested before. Are you taking on more risk than you need to? We want you to invest wisely, and that means making a plan for what your money needs to do. In retirement, financial success is about balancing your need for income today with the growth that you will require for tomorrow. And you might have other concerns: leaving a legacy for your family, long-term health care, charitable giving. Enter Clear Vision Clear Vision, our customized financial mapping process, creates a personalized plan that identifies ways you can: Reduce your risk of running out of money when you need it most Create reliable sources of retirement income Minimize investment expenses Coordinate income sources for tax efficiency Claim Social Security benefits that maximize cash flow Meet your legacy priorities Once we have developed a customized strategy, we target investments that we have screened and benchmarked for you. Having a plan in place means we can implement tactically for long term success. And we make it easy for you to understand what your money is doing and why. The Clear Vision process isn't just a one-time exercise. We take the time to measure your investment performance and adjust accordingly. And we perform a complete update to your plan every year. For most clients, there is no charge for annual updates. LET'S GET STARTED PROUD MEMBERS OF Kings Crossing Office Park 1502 Kings Highway, Suite 300 Port Charlotte, Florida 33980 © Copyright 2021 Phone: 941.206.8500 Fax: 941.206.8501 Toll Free: 866.997.1318 Contact Us Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Summit and Cetera or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Summit and Cetera or their affiliates. Privacy Policy Business Continuity Important Disclosures Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through outside websites. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com FINRA's BrokerCheck. Obtain more information about our firm and its financial professionals. c