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.

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.

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

Financial Literacy and Personalized Goal Planning

Liability Protection and Asset Preservation

Retirement Income Planning and Tax Management Strategies

Comprehensive Financial Planning Strategies and Wealth Accumulation

Financial Literacy Hub

And the Executor Is...

How do you choose an executor? Can anyone do it? What makes an individual a good choice? The period following the death of a loved one is a stressful time and can be confusing for family members. Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as possible.

Investing for Impact

Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That's where SRI Investing, Impact Investing, and ESG Investing may play a role. There are plenty of choices to keep your investments aligned with your personal beliefs.

AI Tools Changing Retiree Entrepreneurship

Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks, streamline processes, and help retirees navigate the world of entrepreneurship more efficiently.