"Fundamental to our financial planning is assembling a team of well qualified professionals who become responsible for developing, analyzing, and communicating ideas to me, your relationship manager. My team has a number of years of experience and specialized expertise I draw on a daily basis to help my clients." Michael Aloi
Email me a question: maloi@sfr1.com.
I started in private practice with Summit Financial, LLC over 20 years ago. Today my practice serves high level executives, professionals, and retirees. My approach to financial planning has always been the same - to educate. Clients are bright enough to make their own decisions, but they need someone to drill down and give them an informed opinion. Whether it's an income tax idea, a suggestion on a company benefit, or an advanced retirement planning idea, my job is to provide proactive customized advice so my clients can focus their time and energy on work and family.
With my deep and experienced team at Summit, our holistic approach, objective unbiased advice, and our client first attitude, we strive to provide our clients with the one-on-one attention they deserve and the custom and sophisticated financial planning advice they need.
Outside of work, I teach a retirement planning class at Norwalk Community College. My wife, Stacy, and I enjoy volunteering our time at several local organizations. I am the president of our local library association, volunteer at my children's school, enjoy reading autobiographies and writing financial planning articles for various publications.
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