Sterling Heights Financial Planning from the Firm That Calls It Home

Serving Sterling Heights Families and Retirees

Summit Financial Consulting has been part of the Sterling Heights community since 2003, working from our office on Schoenherr Road with the same families and retirees who make this city one of the most established in Macomb County. With a population north of 130,000 and decades of roots in automotive and defense manufacturing, Sterling Heights has produced a generation of workers who did things the right way, saved consistently, and now need a clear plan to make that money last. Many of our Sterling Heights clients are retired or within a few years of retiring from careers at the Big Three, their suppliers, or the defense contractors near the TACOM corridor. They come to us with 401(k) rollovers, pension buyout decisions, and questions about when to file for Social Security. These aren't cookie-cutter situations. A GM salaried retiree with a pension, deferred comp, and a spouse still on employer insurance has a very different set of decisions than someone leaving a Tier 1 supplier with a lump sum option and no retiree healthcare. We build plans around those specifics. Sterling Heights also has a large population of small business owners and professionals along the Hall Road and Van Dyke corridors who are building toward retirement on their own terms, without a pension safety net. For these clients, coordinating investment management with tax planning and insurance coverage is especially important, and it is exactly why we built Summit to offer all of those services under one roof. As a fiduciary firm, every recommendation we make is based on what is best for you. Our clients stay with us because we treat their retirement like it matters, and a significant share of our new clients come from referrals by people who already trust us with theirs. If you live in Sterling Heights and want to talk through your retirement plan with someone local, give us a call at (586) 226-2100.