AND THE
Working Together to Help AT&T Employees Make Informed Decisions About Their Retirement and Financial Planning Needs!
We are Dues-Paying, CWA Union Members!
Left to Right: Jeff Hansen, Wayne Hansen, Bob Wink, Jim Wink and Ken Wink
Give us a call or e-mail today to ask a question
or set up a no obligation, cost free meeting!
(586) 226-2100
Info@summitfc.net
39090 Garfield Road, Suite 105, Clinton Twp., MI 48038
124 State Street, Suite 200, Howell, MI 48843
2277 Science Parkway, Suite 7, Okemos, MI 48864
Also serving Union members in Ann Arbor, Grand Rapids, Kalamazoo, Lansing, Pontiac, Saginaw, and the surrounding areas!
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Building Trust
A Relationship to Last a Lifetime
If considering retirement in the near-term we are here to:
· Help you decide whether to retire in December of 2011, January 1st to March 31st of 2012, or after the new contract and the PPA rate go into effect after April 1st of 2012.
· Help you determine whether the lump sum or pension is appropriate for you.
· Create a complete financial plan to help you answer the most difficult financial question: "How much money will I need to retire and maintain my lifestyle throughout retirement?"
· Provide you with specific recommendations on how to manage your 401(k) in good times and in bad, and take full advantage of the employer match offered by AT&T. We will also help you determine if it will benefit you to make pre-tax contributions, after-tax contributions, or a combination of the two.
· Bring to your attention the risks associated with retirement, including inflation, as it can potentially eat away at your retirement income. Managing your monthly income over time to help keep up with inflation, while keeping principal intact, is one of our primary goals for our CWA retirees.
When considering retirement, it's beneficial to work with someone who knows the CWA Union, has worked with many members of the CWA, and also is a CWA member. When you work with a professional financial advisor, you look for someone you can trust, someone who has your well-being at heart, and someone who works for you and in your best interest. Working with Summit is a family affair. After you get to know us, we believe you'll agree you're:
"Working With People You Trust"
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