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Financial Wellness for Retirees

August 15, 2023|Healthcare Timeouts

Nassau County, family-owned business - Summerlin Benefits Consulting is an independent firm focusing on financial wellness for retirees.  

“The Financial industry is not a one-size-fits-all industry,” said Summerlin Benefits Consulting President and Owner Stacy Summerlin. 

Pictured: Stacy Summerlin and NAI's Director of Marketing Katie Connors
Pictured: Stacy Summerlin and NAI's Director of Marketing Katie Connors

Summerlin has been in the financial and insurance industry for over 27 years and has built her business model with her client’s best interests in mind. She said it is point A to point Z about their customers and how they can help them achieve their objectives. Their target demographic is the more mature investor (50 years and older) but their youngest client is 18 years old. 

Summerlin Benefits Consulting's five-step process helps their clientele with their financial wellness journey without charging them any fees. This process includes an Educational Seminar, an In-Office Meeting, Processing an Application, Contract Delivery and an Annual Review. 

“It is helping them take an asset that they already have and transition it into an environment where they are going to achieve safety,” said Summerlin. “They are never going to worry about losing money. While they are keeping it safe. They will get a more reasonable rate of return than they would just leaving it in the bank.” 

Summerlin said it is more important for retirees to protect and preserve their savings and the nest egg that they already have and make it last the rest of their life than it is to continue to aggressively try to grow that money. She strongly encourages anyone interested in utilizing their services to attend one of their educational events, so they can make an informed decision for themselves. 

“It is a one-hour, high-level educational session on exactly what we do, why we do it, why it is important, who it might help,” said Summerlin. “When they walk out of that meeting, they have a really clear understanding of whether they and Summerlin Benefits Consulting are a good fit for each other. I always tell clients. You are going to know before I do.” 

The Summerlin Benefits Consulting Team and NAI's Director of Marketing Katie Connors
The Summerlin Benefits Consulting Team and NAI's Director of Marketing Katie Connors

These are no-pressure events. Summerlin describes her team as servicing advisors working to help their clients with their financial assets. If you are interested in what they do and how you can apply that to your finances, they will set up an in-office appointment where they can help tailor a plan that is right for your financial journey. They stress the fact that their clients are in control of their money. 

The Summerlin Benefits Consulting group services the greater Jacksonville area, Nassau County, Clay County and South Georgia. You can find out more about the process and where to get started at Summerlinbenefitsconsulting.com 

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      Nelson and Associates Insurance, LLC

      1890 South 14th Street Suite 301 Fernandina Beach, Florida 32034, United States

      Phone: (904) 326-3288

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      Monday - Thursday: 9am - 5pm | Friday: 9am- 12pm | Saturday - Sunday: Closed


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