Summit Retirement Solutions is a retirement planning firm based in Glastonbury, Connecticut, serving retirees and people preparing for retirement. With more than 15 years of experience, the firm emphasizes transparent, education-first guidance and fiduciary responsibility, helping clients make informed decisions with greater clarity and confidence.

Its planning approach is organized around the T.R.A.I.L. process: tax planning, retirement income, asset management, insurance, and legacy and estate planning. Services include strategies to address retirement taxes, establish reliable income, align investments with goals and risk tolerance, evaluate insurance options, and plan for the transfer of assets in accordance with clients’ wishes and Connecticut laws. Summit presents these areas as parts of a coordinated retirement plan.

The firm also offers educational resources, including articles, guides, videos, and free in-person seminars. Its founder authored Blazing a New Retirement TRAIL: Creating a Successful Retirement, a book introducing the firm’s planning process and retirement strategies. Prospective clients can schedule an initial consultation, and the website provides contact details, a client portal, and additional resources.