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Sumum Servicios Financieros Inc.

Urb El Eden A1
Coamo, PR 00769

Phone:

787-649-4008

Fax:

787-803-0456

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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             Tailor made financial advisory and Insurance Solutions

Welcome to Sumum Servicios Financieros, Inc., a full-service company specializing in retirement planning and estate conservation. As personal financial professionals, we can:

  • Help you clarify and define your goals

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you

  • Monitor your financial progress

  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

                                                                            View Our Customer Relationship Summary

If you have any questions, please call us at 787-649-4008 or e-mail us at rodriguezc@certeranetworks.com. We look forward to talking with you.

New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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