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Specialties
CKS Summit Group is here to help you navigate through retirement. We are committed to helping you decide what the best safe money strategies are to help you enjoy retirement, not just survive.
History
Established in 1998.
We have spent well over a decade helping clients protect and preserve their assets from market declines. Our safe money strategies helped clients save millions of dollars during the latest market collapse. We provide a unique and much needed service to retirees in which they can enjoy security without risk and a future without uncertainty.
Meet the Business Owner
Al C.
Business Owner
Al Caicedo is President and Owner of CKS Summit Group, founded in 1998. Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse. Al is an asset preservation consultant and transitional planning specialist. The goals and objectives of a transitional client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home.