David Manley, RICP with Summit Financial Strategies

David Manley, RICP with Summit Financial Strategies Providing quality financial strategies and offers insurance and financial services to businesses and individuals. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Summit Financial Strategies, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Summit Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

370 Interlocken Blvd., Suite 600, Broomfield, CO 80021, 303-403-5600

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
09/08/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4gUvKD0

I am excited to welcome Krista Hugenburg to our team! She will be working closely with our clients and sharing her exper...
09/05/2026

I am excited to welcome Krista Hugenburg to our team! She will be working closely with our clients and sharing her expertise.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
09/01/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/25/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

I participated with three other professionals in a question focused program on financial, legal, downsizing, and real es...
08/08/2026

I participated with three other professionals in a question focused program on financial, legal, downsizing, and real estate topics affecting seniors. It was held at Balfour in Louisville and was very well received!

I recently had the opportunity to work our Broomfield Rotary Booth talking with people about our support of the "Imagina...
08/01/2026

I recently had the opportunity to work our Broomfield Rotary Booth talking with people about our support of the "Imagination Library". We also got a chance to visit with other non-profit organizations, and the numerous food and b**r vendors giving tastes of their outstanding food and beverages! Thanks to all who participated!

Cindi and I recently attended a donor recognition event for the University of Colorado. We love spending time with fell...
07/18/2026

Cindi and I recently attended a donor recognition event for the University of Colorado. We love spending time with fellow alumni who continue to support this amazing University!

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
07/14/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

I recently attended the Broomfield Chamber of Commerce Afterhours Networking event. It was great to spend time with oth...
07/11/2026

I recently attended the Broomfield Chamber of Commerce Afterhours Networking event. It was great to spend time with other local professionals and business owners like Gerri Pelto, who is a local mortgage broker.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
07/07/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/3RkyTDy

Address

Broomfield, CO
80021

Telephone

+13038178763

Website

Alerts

Be the first to know and let us send you an email when David Manley, RICP with Summit Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to David Manley, RICP with Summit Financial Strategies:

Shortcuts

Share

Category