A Holistic Approach to Financial Planning
With a valued focus on personalized service and client satisfaction, Sumner has spent decades building a solid foundation and reputation offering various insurance products and retirement strategies.
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With an intimate understanding that over the course of one’s life journey, financial decisions made across each stage of life are often interconnected, Sumner recognizes how the value of educated and prudent decision-making made with regard to asset preservation and financial planning can impact reaching one’s personal short and long-term goals.
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As an extension of this continued vision to help clients along the way, Sumner Financial Solutions, LLC, a financial investment and advisory firm, was established in 2024. This vision allows us to further help equip clients to meet their financial goals across their lifetime through a valuable holistic financial planning approach.
Our Values
A Recognition that Financial Planning is More Than Just Numbers.
A Strong Belief That Financial Literacy Fosters Financial Confidence
A Desire to Help Clients Maximize Their Resources Where Aspects of One's Financial Life Intersect and Interconnect
A Tailored Approach in Personalized Financial Planning Which Aligns an Individual's Unique Goals with Investing Preferences, Timing, and Risk Tolerance in Mind
Specializing In
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Financial Literacy and Personalized Goal Planning
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Liability Protection and Asset Preservation
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Retirement Income Planning and Tax Management Strategies
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Comprehensive Financial Planning Strategies and Wealth Accumulation
Request a Consultation
Our advisors are happy to assist you in-person, virtually, or over the phone.
Michael Bauer
Registered Representative
Investment Advisor Representative
Laramey Johnson
Registered Representative
Investment Advisor Representative