We are Financial Professionals

Summitstone Financial Group, INC aims to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity and improve your quality of life. Contact Us Today!

Financial & Insurance Services

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to Laguna Niguel, CA and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.

Insurance Solutions

Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.

Asset Maximization

Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.

New Generation Retirement

The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.

Income Planning

Income planning for retirement can be a daunting task because there’s a lot to learn. At Summitstone Financial Group, INC, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

* We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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