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

Year-End Charitable Gifting and You

Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity.

Retiring Wild: National Parks and You

For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees have discovered the benefits of a retirement spent in the great outdoors.

Making Sense of HSAs and FSAs

With average family health insurance premiums for employer coverage averaging over $25,000 annually, some employees feel the squeeze. In this environment, understanding and using Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) can help families take more control of their healthcare finances.