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Dallas: (800) 424-3978
Houston: (800) 358-6114
Philadelphia: (800) 424-3978 x132

Retirement Analyzer Software

  

 

 

 

 

Retirement Analyzer software users can easily and quickly provide answers to the following client questions.

  • Can I continue my present standard of living into my retirement years?
  • When can I retire safely without running out of money?
  • How could my situation change during turbulent economic times?
  • How would it affect my family if I die prematurely?
  • How would it affect my family if I enter a nursing facility?
  • What are the possible solutions if my situation changes?

 

Contact Summit Alliance today for information on how you can set yourself apart from the competition!

 

Kate Peil

Director of Fixed Annuities

Summit Alliance Financial, LLP

972.884.6103 (D)

214.435.8458 (C)

Kate.peil@summitalliance.net

  

 

 

Dallas Office

14785 Preston Road
Suite 1000
Dallas, TX 75254
(800) 424-3978 TOLL FREE
(972) 247-5300 DIRECT
(972) 484-5981 FAX

Houston Office

510 Bering Drive
Houston, TX 77057
(800) 358-6114 TOLL FREE
(713) 953-9900 DIRECT
(713) 783-7812 FAX

Philadelphia Office

(800) 424-3978 x132
(610) 518-4860 DIRECT
(267) 200-0688 FAX



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