Embarking on your financial journey sparks many questions. At Summit Wealth Partners, LLC, your curiosity shows your investment in your future. Whether it’s big picture thinking or detailed planning, we’re here with answers. Below are common queries we encounter. If your question isn’t listed, reach out—we’re eager to provide the clarity you need.
Can I really call you for any financial question I have?
Absolutely! Whether it’s big, small, or somewhere in-between, we’re here to be your financial sounding board. Don’t hesitate to reach out – if it’s important to you, it’s important to us.
Is Summit Wealth Partners, LLC currently accepting new clients – and what is the process for getting started?
Yes, we are currently accepting new clients. Our approach begins with a simple conversation. Think of it as getting to know each other. We are eager to hear about your financial goals, lifestyle dreams, and what you want your wealth to do for you. From there, we begin crafting a financial plan that is all about you.
What makes your financial planning process unique?
It’s personal – and not just in the ‘customized’ sense. We take the time to really understand who you are and what makes your financial situation unique. Then we combine that with our expertise to create a plan that feels right for you and grows with you.
How often will we review my financial plan?
We prioritize regular check-ins. We’ll review your plan to make sure it’s performing as expected and make tweaks when your life changes – because we know it will. Think of it as your financial plan’s regular health check.
What if my financial situation changes suddenly?
Life is full of surprises, and we’re here to navigate them with you. If something changes, just give us a call. We’ll sit down together, figure out what this means for your financial plan, and adjust course if needed.
Can Summit Wealth Partners, LLC help me plan for my children’s future as well?
Definitely. Planning for your children’s future is as important to us as it is to you. We’ll help you explore the best ways to support them, from education savings to inheritance planning.
Is retirement planning only for those close to retirement age?
Not at all. It’s never too early or too late to start thinking about retirement. We’re here to help you lay the groundwork for the retirement lifestyle you’re dreaming of, no matter how far off it might seem.
