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A Full-Service Independent Agency
Understanding Interconnected
Decision-Making
With an intimate understanding that over the course of one’s life journey, financial decisions made across each stage of life are often interconnected, Sumner recognizes how the value of educated and prudent decision-making made with regard to asset preservation and financial planning can impact reaching one’s personal short and long-term goals.
Equipping Clients to Meet Financial Goals
As an extension of this continued vision to help clients along the way, Sumner Financial Solutions, LLC, a financial investment and advisory firm, was established in 2024. This vision allows us to further help equip clients to meet their financial goals across their lifetime and across generations through a valuable holistic financial planning approach.
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