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You deserve a plan, not a pile of products. Summit Income Planning Group is a licensed insurance agency serving Orlando and nearby Florida communities. We work with people approaching and living in retirement to build a clear, coordinated income strategy — leading with data over opinions, strategy over guesswork, and honest guidance over sales. Our work covers retirement income and annuities, life insurance, and Medicare. Our Medicare team helps you compare Advantage, Part D, and Supplement coverage at initial enrollment and each Annual Enrollment Period. We host retirement and Medicare education workshops year-round, plus no-cost, no-obligation reviews. You'll work with the same team from your first meeting through every annual review.
100 E Pine Street suite 110, 32801, Orlando , Stati Uniti
4,0
3 recensioni
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Couldn't enjoy my experience more with Carlos! Highly recommend working with him.
Risposta di Summit Income Planning Group
Thank you for your trust and business. It's been a pleasure to work with you and your family.
David Fisher made our experience productive and informative. We had been with our previous guy for well over 18 yrs, who initially did "ok" for us, however, as needs change, so does the plan need to change. We needed to be more fruitful and get out of the cookie cutter plan we felt we were in. David was able to connect us to our current AUM/IA/Broker. He educated us on how they operate based on our individual needs in retirement, income, investing, growth, legacy building and to make products work for "us", our family and future. David was insightful, he listened, answered every question, explained differences and demonstrated a direction that was more positive, rewarding for our future overall and for the legacy we want to leave for the next generation. His introduction into Summit led us into opportunities to study, implement any tax strategies to save us money and protect us. There was never any pressure and he was patient with our timeline. Our switch was effortless, smooth and support was always a phone call, email, or zoom mtg. away.
Risposta di Summit Income Planning Group
Thank you so much for sharing this and for trusting me to be part of such an important transition. After 18+ years with your previous advisor, I truly appreciate the confidence you placed in me to help create a plan better aligned with your retirement, family, and legacy goals.
It was a pleasure getting to know you both, answering your questions, and helping make the transition as smooth as possible. I’m grateful for your trust and look forward to continuing to be a resource for you and your family!
I have known Mr. Colon for over 7 years and have found him to be knowledgeable, and a man of his word. He has been to my house several times and comes in as a friend not just as my financial advisor. He truly listens to what my goals are and offers several options that fit my needs. He continually updates me on how my funds are doing. Because of the history I have with him, and the proven financial products that were presented to me, I can honestly give Carlos a 100% endorsement.
Risposta di Summit Income Planning Group
Thank you so much for your kind words and for the trust you’ve placed in me over these past seven years. I truly value the relationship we’ve built, and I’m grateful that you’ve always felt comfortable sharing your goals and concerns with me.
It’s been a pleasure working with you, and I sincerely appreciate your friendship, trust, and endorsement. I look forward to being there for you for many years to come!
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