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

WHAT CAN YOU BUY WITH 529 DISTRIBUTIONS?

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private, and religious schools. These funds can also be used for four and two-year colleges, trade schools, graduate programs, and some international institutions.

A CHEAT SHEET FOR SENDING YOUR KID TO COLLEGE

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.

WHAT IF YOUR KIDS DECIDE AGAINST COLLEGE?

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.