Sumnicht & Associates

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WEALTH MANAGEMENT SERVICES



Retirement Planning

Individual
Individual retirement planning is one of the biggest investment concerns for most people. In addition, it is becoming more complicated every year because of the increase in the number of funding options, the numerous investment choices, their changing tax implications and most importantly, the increase in the number of retirement lifestyle years required to be funded. Our firm performs a comprehensive review of our client’s financial situation and utilizes its wide variety of computerized planning programs to project the necessary asset allocations and investment returns necessary to achieve the retirement lifestyle they desire.

Business
Businesses continue to struggle with maintaining their competitive advantages, retaining valuable employees and funding retirement programs. Our team of experienced professionals assist our corporate clients in the evaluation of all available investment options in order to design a retirement plan, which will meet both the employee and company goals.


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Request more information:
Sumnicht & Associates, LLC
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549
Phone: 920-731-4455
Fax: 920-731-9679
Email:
clientservices@sumnicht.com

 

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