Chad Warrick is the Co-President & CEO of Summit Wealth Partners. Chad manages wealth advisors and a dedicated service team in the Orlando, Florida location.
Jason Print is the Co-President & CEO at Summit Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional or CFP®. Jason manages a team in Naples Florida.
Brad Towle is a Senior Wealth Advisor and Senior Executive for Summit Wealth Partners Private Client Group in Naples, specializing in comprehensive planning and investment management.
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of negative returns early in your retirement while you are making withdrawals can have a devastating effect on your portfolio's ability to last through your retirement.