Summerlin Benefits Consulting

I had a great experience working with Summerlin Benefits Consulting for my annuity planning. From the start, they were knowledgeable, patient, and genuinely focused on helping me understand my options rather than pushing a quick decision. They took the time to explain how annuities work, the different types available, and how each option could fit into my long-term financial goals.

What really stood out was their professionalism and transparency. Every question I had was answered clearly, and I never felt rushed or pressured. They made what can be a confusing process feel straightforward and manageable.

I also appreciated their attention to detail and personalized approach. They didn’t offer a one-size-fits-all solution—instead, they tailored their recommendations to my specific needs and comfort level.

Overall, I would highly recommend Summerlin...

I’m beyond satisfied with Summerlin Benefits Consulting. The relationship feels personal, which is something I never had with my previous planner. They truly treat you like a person, not a number, and tailor everything to your needs. I also love how accessible they are! No long waits or random associates, just a small team, with a proven track record, that aims to know you and your needs!

Very informative in explaining the 2 different plans. I'm very happy that I changed my plans with Summerlin.

Everything was broken down to make sure that I understood how the policy’s work. Very patient and understanding to my needs.
Pleasure doing business with the team.
Thanks for all your help

Very informative, very structured, and very Clear explanation of the benefits, and guidance of the policy.
Meets were fast and not Drawn out, and yet all information was covered in great detail. This investment will help my family into the far future, and I am grateful for thier help, and feel my money is secure.

dj enjoyed the experience with Summerlin Benefits Consulting

From our first interaction we were pleased by the Professional and Friendly Summit Associates. Every phone call is met with our names and always cordial and personal.

I was turned on to Summerlin by my brother. The experience made me fee like i was their priority. As a person that's been around i really am thankful for the help and attention. You are explained everything through the process of having them represent you.

It was a godsend we found financial planning that walked us through knowledge about the GREEN LINE and how our money is working to be there when we need it also how to make sure we provide for our families after we are no longer here.

Stacy and Summerland family made me feel comfortable about make life changing decisions. Can't say enough, thank you

Stacy and her Team are amazing! I highly recommend working with them.

Excellent. Outstanding. Stacy always makes time for her clients as necessary. She comes fully prepared so she can explain & make recommendations. I'm so grateful I fou

Everybody at Summerlin Benefits consulting has been very professional and kind. The seminars we attended prior to signing up with them were enlightening, educational and helpful in making our final decision.
My husband and I signed up for our first product with them over a year ago. Now in 2025 we added 2 other products to our portfolio with them. We are Extremely pleased with their services. Their seminars are very helpful to understand the products they have to offer. I would recommend Summerlin Benefits Consulting to anyone interested in improving or adding more value to their portfolio.

Summerlin Benefits Consulting got a great recommendation by Terry

Great team, feels like family!

Wonderful experience! Professional and personalized approach that fits our needs. They explained everything in ways I could understand with no pressure or hype. I am comfortable with their management and oversight of my portfolio. My annual reviews show that trust is well placed.

Very helpful and always looking for ways to grow our money. They keep us updated on new ways to get more out of our money. Very pleased with their friendly staff. Very personable and knowledgeable and easy to work with. Always there to answer any questions and concerns. Great company to invest with.Stacy and her team are remarkable and do a great.job.in investing.our money.

We highly recommend you call Summerlin for all your financial and retirement advice. Best decision we ever made for our future was attending one of their events.

We are receiving great services from Summerlin Benefits. They are thorough and keep us informed. We are very pleased and highly recommended them for your financial future.

Stacy, Keith and their Team are all knowledgeable, informative and professional. It’s a pleasure working with them all.

The service was excellent from start to finish. They helped me set up an annuity

They offer annuities and also provide investment management of your retirement account based on your risk tolerance for a very reasonable fee per year. Very trustworthy group with lots of experience.

Stacy and the rest of their staff are the most helpful in an area that requires the utmost precision. That's my money! Kennedy is a JOY to talk to and handled my 401k rollover with personal professionalism!

Very knowledgeable and clear on explaining everything. Attentive to my needs. Everything was a smooth process. Highly recommend.

Great company very professional!

Very helpful and professional. Explained things so even I could understand.

I love Summerlin because of the wealth of knowledge Stacy and her team have. They are diligent about their follow through and follow up! Extremely pleased and feel like my retirement plans are in very good hands.