Areas We Serve
RETIREMENT GUIDANCE ACROSS NORTHEAST FLORIDA & COASTAL GEORGIA
Local Guidance. Clear Education. Greater Confidence About Retirement.
Retirement brings important decisions — and it helps to have experienced professionals nearby who will take the time to explain your options clearly.
Summerlin Benefits Consulting serves pre-retirees, retirees, and families throughout Northeast Florida and Coastal Georgia with retirement income education, annuity strategies, life insurance solutions, and personalized guidance designed to help you move forward with greater confidence.
Our main office is located in Yulee, Florida, with additional satellite locations available by appointment in Jacksonville, Orange Park, and St. Simons Island, Georgia.
Whether you’ve lived in the area for decades or recently moved here to enjoy your retirement years, our approach is simple: education before decisions, personalized guidance, and no pressure.
Helping Families Throughout Northeast Florida & Coastal Georgia
Where you live can shape many of the decisions you face as retirement approaches.
The cost of living, housing and insurance expenses, healthcare access, state tax considerations, and even the lifestyle you hope to enjoy can all affect the way you think about retirement income.
That’s why our local retirement education goes beyond simply putting a city name on a page.
We’ve created resources for the communities we serve to help you better understand some of the retirement considerations that may matter where you live — while giving you a convenient way to connect with the Summerlin Benefits Consulting team.
Explore your community below.
Our Florida Service Areas
Yulee, Florida
Home of our Main Office
Yulee is home to Summerlin Benefits Consulting’s main office and places our team in the heart of Nassau County, convenient to Amelia Island, Fernandina Beach, Callahan, and communities throughout Northeast Florida.
As Yulee and the surrounding area continue to grow, we’re here to help people approaching or already in retirement understand important questions about creating dependable retirement income, Social Security, annuities, life insurance, and strategies designed to provide greater stability.
Main Office
57 Homegrown Way, Unit 301
Yulee, FL 32097
Fernandina Beach & Amelia Island
Fernandina Beach and Amelia Island are popular places to enjoy retirement — whether you’ve called Nassau County home for years or moved to the island for its coastal lifestyle.
Retirement here can also bring its own considerations, from housing and insurance expenses to making sure the income you’ve worked hard to build can support the lifestyle you want to enjoy.
Our Yulee office is a short drive from Fernandina Beach and Amelia Island, giving area residents convenient access to experienced, local retirement guidance.
Callahan, Florida
For Callahan residents approaching retirement, having access to local guidance doesn’t have to mean driving into Jacksonville.
Summerlin Benefits Consulting’s Yulee office serves families throughout Nassau County, including Callahan and surrounding communities.
We help pre-retirees and retirees understand their options for retirement income, annuities, life insurance, Social Security considerations, and strategies designed to provide greater stability and confidence as they move into the next stage of life.
Jacksonville, Florida
Satellite Location Available by Appointment
Jacksonville retirees face many of the same questions we hear throughout Northeast Florida:
Will my retirement income last?
How much exposure to market ups and downs am I comfortable with at this stage of life?
When should I take Social Security?
How can I create more predictable income?
What should I understand before making an important retirement decision?
Summerlin Benefits Consulting provides education and personalized retirement guidance to Jacksonville-area pre-retirees and retirees, with a satellite location available by appointment near St. Johns Town Center.
Jacksonville Satellite Location — By Appointment
10752 Deerwood Park Blvd., Suite 100
Jacksonville, FL 32256
Orange Park, Florida
Satellite Location Available by Appointment
For individuals and families in Orange Park and surrounding Clay County communities, retirement can bring a shift in priorities.
After years focused on saving and building for the future, many people begin asking how they can create greater stability, generate dependable income, and feel more confident about the years ahead.
Summerlin Benefits Consulting helps you understand the options available to you through clear education and personalized guidance — without pressure to make a decision before you’re comfortable.
Our Orange Park satellite location is available by appointment for clients who prefer to meet closer to home.
Orange Park Satellite Location — By Appointment
The Nest Coworking Space
630 Kingsley Ave.
Orange Park, FL 32073
Our Coastal Georgia Service Areas
St. Simons Island, GA
Satellite Location Available by Appointment
Retirement on St. Simons Island offers a distinctive coastal lifestyle, and Summerlin Benefits Consulting is pleased to serve pre-retirees and retirees throughout the Golden Isles and Coastal Georgia.
Our team is licensed in both Florida and Georgia and helps clients understand retirement income strategies, annuities, life insurance solutions, and other protection-focused options that may help provide greater stability and confidence in retirement.
For added convenience, our St. Simons Island satellite location is available by appointment.
St. Simons Island Satellite Location — By Appointment
The Sandbox
507 Ocean Blvd., Suite 201
St. Simons Island, GA 31522
Though our satellite office is in St. Simons Island, we serve clients throughout Coastal Georgia, including Kingsland, Brunswick, and the surrounding areas.
Retirement Guidance Built Around Your Questions
You Don’t Have to Figure Everything Out on Your Own
For many people, the years immediately before and after retirement bring questions they’ve never had to answer before.
Will My Retirement Income Last?
Moving from a paycheck to retirement income can feel like a significant transition. We help you understand your income options and explore strategies designed to provide greater predictability and confidence.
How Much Risk Am I Comfortable Taking?
As retirement gets closer, your priorities may change. Strategies designed to provide greater stability may become increasingly important when you no longer have decades to recover from significant ups and downs in the market.
When Should I Take Social Security?
The right time to begin Social Security depends on your individual circumstances. Understanding your choices before making an election can help you make a more informed decision.
How Do Annuities Fit Into Retirement Income?
Annuities are insurance products that may provide principal protection features, growth potential linked to an index without direct market participation, and lifetime income options when elected. The right strategy depends on your individual goals, needs, and circumstances.
How Can Life Insurance Support My Family and Legacy Goals?
Permanent life insurance may provide a death benefit, build cash value subject to policy terms, and support family protection and legacy goals. We help you understand how different insurance options work so you can determine whether they may be appropriate for your situation.
Why Families Choose Summerlin Benefits Consulting
Education Before Decisions
We believe understanding your options is the foundation of making confident retirement decisions. That's why we take the time to explain concepts clearly, answer questions, and provide education that helps you move forward with greater confidence and peace of mind.
Safety-First Planning
As retirement approaches, protecting what you've worked hard to build can become just as important as growing it. Our approach focuses on helping you explore strategies designed to provide greater stability and help you feel more confident about your future retirement.
Personalized Guidance
No two retirements are alike. We take the time to understand your goals, concerns, and priorities so we can provide personalized guidance and ongoing support tailored to your unique situation and help you move forward with greater confidence and clarity.
Not Sure Which Location Is Best for You?
Our main office is located in Yulee, Florida, and we serve individuals and families throughout Northeast Florida and Coastal Georgia.
For additional convenience, satellite locations in Jacksonville, Orange Park, and St. Simons Island are available by appointment.
You do not need to live in one of the communities listed above to contact us. If you’re located elsewhere in Northeast Florida or Coastal Georgia, give our team a call and we’ll help you determine the most convenient way to connect.
Main Office
57 Homegrown Way, Unit 301
Yulee, FL 32097
Phone: 855-809-2894
Ready to Feel More Confident About Your Retirement Options?
You don’t have to have every answer before starting the conversation.
Whether retirement is a few years away or you’re already retired, Summerlin Benefits Consulting can help you better understand your options and explore strategies designed around your goals, priorities, and desire for greater stability.
No pressure. No obligation. Just a conversation about your goals and concerns.
