Ep. 550 - Planning For Retirement At Any Age with Summer A. Roberts
Manage episode 330577155 series 2996625
How to stay ahead of the financial curve in a volatile market - How to convert tax-free money in a down market.
In this segment, Summer A. Roberts shares more info about planning for retirement at any age by giving us practical tips and strategies.
See video here - https://youtu.be/7EdTQRa-_Ps
WHO IS SUMMER?
Summer A. Roberts is the CEO of Impact! Partners Financial. Her desire to help others led her to join the family business and her career took off as CEO of Roberts Wealth Management. She has a rich family history of financial advisors. It’s in her DNA! Summer continues to advance in her field by always striving to demonstrate excellence and impact her clients.
Summer is highly involved in the community she serves, donating her time to numerous non-profit organizations like Make A Wish Foundation. She believes what sets her apart from other financial advisors is her innate, burning desire to leave the world better than how she found it!
Impact! Partners Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact! Partners Financial are not affiliated companies. 1244102 – 3/22.
SUMMER'S CALL TO ACTION
Grab a FREE report to assess where you are financially.
Business Website: https://impactpartnersfinancial.com/
LinkedIn: https://www.linkedin.com/in/summerroberts/
GENESIS'S INFO
https://genesisamariskemp.net/
CALL TO ACTION
Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends.
**REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential.
If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at [email protected]
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