Summit Income Planning GroupReviews of summitincomeplanning.com

Couldn't enjoy my experience more with Carlos! Highly recommend working with him.

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.

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.