Summit Retirement Solutions

Summit Retirement Solutions Simplified financial planning for life before & after retirement. Retirement doesn’t have to feel overwhelming.

At Summit, we bring clarity & confidence to your financial decisions through education-first guidance & ongoing support, so you can worry less about money and enjoy more of what matters. At Summit, we help individuals and families navigate the financial decisions that matter most - before and after retirement. Our education-first, simplified planning approach brings clarity, reduces stress, and bu

ilds confidence. With ongoing support and transparent guidance, you can spend less time worrying about money, and more time enjoying the life you’ve worked hard to create.

06/03/2026

This 15-minute read could change your family's future.

06/01/2026

Where could your nest egg last longest?

05/25/2026

See what a century of investing history shows.

05/22/2026

We broke down markets into a 5-minute read

05/18/2026

Understand the unique challenges that come with $2M to $5M in retirement savings, where taxes, healthcare costs, and income coordination become more complex. Learn how to think about structuring withdrawals and planning ahead to help manage long-term financial efficiency.

05/18/2026

History shows why comfort can come at a cost.

05/15/2026

Here's what savvy investors should know

05/15/2026

Understand how tax-free income strategies and Social Security timing can work together in a retirement plan. Learn how to think about withdrawals, tax diversification, and long-term income planning to support more efficient outcomes.

05/14/2026

Understand five key questions to ask about Medicare premiums and how they may affect your long-term financial plan. Learn how to think about income levels, IRMAA thresholds, and planning strategies to help manage healthcare costs in retirement.

05/13/2026

How you withdraw from your 401(k), IRA, and taxable accounts can significantly impact your tax bill. Learn how coordinated withdrawal strategies may help manage brackets, reduce lifetime taxes, and create more efficient retirement income.

Address

219 Addison Road, Suite 401
Glastonbury, CT
06033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(860)2690909

Website

https://www.linkedin.com/in/jayforgionemidstate/, https://www.youtube.com/channel/UCnE2fe8OqB

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