8 minute read
A Wealth of Financial Experience
A WEA L T H
O F F I N ANCIAL EXPERIENCE
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DAVID MANLEY & AARON RASK
ARTICLE BY BROOMFIELD LIFESTYLE | PHOTOGRAPHY BY SARAH DAWN PHOTOGRAPHY
Aaron Rask is a Colorado native and graduated from Broomfield High School in 2001. Aaron founded Summit Financial Solutions in 2016 after 6 years in the industry and has been named agent of the year for 4 straight years in Colorado. Aaron’s hobbies include coaching his kids in soccer as well as playing golf and snowboarding.
David Manley began a career in financial services in 2013. David and his wife Cindi enjoy skiing, CU Football and Soccer, and traveling. He was recognized for his community service with the 2020 Heart of Broomfield Gene Frank Award and remains active in community organizations.
HOW DID YOU BECOME A FINANCIAL PROFESSIONAL?
DAVID MANLEY: I spent 35 years as a commercial lender and bank president and now have eight years in the financial profession. This background has exposed me to the many challenges facing businesses and families. Working as a financial professional is a natural follow up to this background. I enjoy helping people solve difficult financial challenges and plan the future they envision.
AARON RASK: I spent 3 years as a 7th grade social studies teacher. After budget cuts, my position was eliminated. My financial advisor at the time mentioned that teachers tend to do well as financial professionals, so after passing all my exams, I made the switch to teaching adults about their finances.
TELL US ABOUT YOUR APPROACH TO HELPING YOUR CLIENTS.
DM: We focus on the assets and liabilities that currently exist, the income that is available to invest over a period of time, and creating the retirement the person envisions. Sometimes the client needs help budgeting and saving, sometimes it is putting the money to work it the most tax efficient way, and sometimes it is creating a legacy for future generations.
AR: What we do is crystalize financial objectives and create strategies that can help you to achieve your goals.
WHAT SETS YOU GUYS APART?
DM: It’s two things, our education, and the tools we have to work with. I have an advanced certification in Retirement Income Planning along with more than 30 years working in finance. Additionally, we have access to a variety of tools and resources available from a leading financial company and insurance carrier. With this top tier support and our own professional experience, we have the skills needed to address our clients’ needs such as wealth accumulation and growth, protection of income and lifestyle, retirement income planning and long-term care needs.
AR: Dave and I really stand for the possibility of creating a lifelong relationship through mutual trust and respect. Every person we come in contact with we hope to put in a better situation. The asset we value the most is their trust. This is what sets us apart!
AARON RASK: FOUNDER & CEO
WHAT ARE SOME COMMON MISCONCEPTIONS PEOPLE HAVE ABOUT SAVING FOR THEIR FUTURE?
DM: The biggest misconception is lack of money. We help people find the money in their budget and show them what it can become over time. As little as $2000 a year, invested over 40 years can grow to over $1 million.
AR: People often think they have to make changes or updates to their investment allocation whenever there is significant market turbulence or a downturn. We have found that time in the market is more important than trying to time the market. When we work with clients saving for retirement, we have a discussion about where they want to get to. Then, we put those goals into action with a strategy and allocation that works for them. If updates or changes are needed as their lives change, these are made after a careful assessment and discussion, not just based on market conditions.
WHAT MOTIVATES YOU TO HELP PEOPLE FIND FINANCIAL FREEDOM?
DM: Our goal is to help our clients become financially stable and achieve the lifestyle they desire. The greatest reward is seeing our clients achieving the goals they set and enjoying their life.
AR: There is so much negativity in this world and we are inundated with different information. It is difficult to find the right solution. Knowing that my clients see me as a trusted source and knowing that I am providing sound guidance motivates me.
Aaron P. Rask, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC a licensed Insurance Agency. 3200 Cherry Creek South Drive, Ste 700, Denver, CO 80209 303-744-2000
David Manley, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC a licensed Insurance Agency. 3200 Cherry Creek South Drive, Ste 700, Denver, CO 80209 303-744-2000
Summit Financial Solutions is independently owned and operated from NYLIFE Securities LLC or its affiliates and does not provide tax or legal advice.
David Manley
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Aaron P. Rask
Founder & CEO
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RICP
“David Manley provided one-on-one guidance. I trust his expertise in life insurance and retirement planning completely. I feel like part of the family, and now we’re exploring options for our children as well.” -Justin
www.SummitFinancialSolutions.net (303) 403-5623 370 Interlocken Blvd Ste 600 Broomfield, CO 80021
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TMS- A Mental Health Breakthrough!
A MEDICATION-FREE TREATMENT FOR MENTAL WELLNESS
ARTICLE BY NINA BALDACCI-SLOAN PHOTOGRAPHY BY DANIEL HOLTON - TRUSTEDPHOTO.COM
June is National Men’s Health month! In addition to promoting men’s wellness through good nutrition habits, exercise, and recovery, it’s a time to encourage those we love to take advantage of the many resources available for early detection and treatment of life-threatening diseases, including depression.
Extensive research from reputable organizations like the CDC and the Mayo Clinic have found more than 6 million men suffer from the effects of depression each year. Yet, depression in the male population often goes undiagnosed. Symptoms are instead categorized as fatigue, irritability, or loss of interest. Looking back over the past several years, statistics show only 11% of US men seek and receive mental health treatment or counseling. For those that do seek treatment, standard medication treatments often prove ineffective or lead to unwanted side effects, such as stomach upset, fatigue, and problems with sexual performance.
Dr. Sam Clinch, Founder and Medical Director of Inspire TMS Denver, opened his practice after realizing the limitations of medications and counseling for a significant portion of his patients, including men. He dove into the latest studies on advanced treatments and saw that TMS (Transcranial Magnetic Stimulation) was providing solutions for those with treatment resistance or medication side effects.
TMS is a cutting edge, non-invasive, medication-free approach to treating depression with no systemic or long term side effects. Approved in 2008 by the FDA, TMS pulsates a magnetic field across the skull at a targeted location in the brain known to be operating ineffectively in depression. TMS stimulates the outer brain tissue to recalibrate faulty neural pathways, returning them to a healthier state conducive to mental well-being. TMS is an underutilized treatment option that is safe, well-tolerated, and highly successful at relieving depression and other mental health symptoms.
A hallmark study involving 42 clinics across the US showed 58% of patients experienced significant response for depression after 30 TMS sessions. That’s remarkable as around two-thirds of people with depression don’t experience symptom relief from the first antidepressant they try and up to a third don’t respond to multiple medication attempts.
Dr. Clinch’s proven, successful treatments are not exclusive to men. He and his team are inspired to alleviate mental illness and improve the mental wellbeing of all the patients they treat. They respect all backgrounds and cultures and want to hear their client’s stories so they can best guide treatment and care.
To learn more about TMS, or Dr. Clinch and his amazing team, please visit www.inspiretmsdenver. com. You can schedule online or call 720-466-8675 for a free initial phone consultation to see if TMS is right for you.
START FEELING BETTER!
SAY GOODBYE TO MORE MEDICATION, AND HELLO TO HOPE.
Find Relief from Depression and other Mental Health Disorders with Transcranial Magnetic Stimulation (TMS).
FREE CONSULTATION! CALL OR SCHEDULE ONLINE.
Scan to Watch Video about TMS!
Located in Broomfield (720) 446-8675 www.inspiretmsdenver.com Meet Dr. Sam Clinch
Dr. Sam Clinch is a board-certified psychiatrist who has been helping patients find relief from mental health disorders for over 10 years!
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