• FINANCIAL PLANNING

Financial Planning

PLANNING IS A KEY COMPONENT TO A SUCCESSFUL JOURNEY.  LET US HELP YOU REACH YOUR DESTINATION.

 

You deserve a well-constructed, rock-solid financial plan with clearly defined steps for implementation and successful outcomes. Ever-changing laws and regulations make comprehensive financial planning critical. At Summit, helping you achieve your financial goals is our job through financial planning and/or specialized planning or advice related to tax optimization, risk management, asset protection, retirement income, family legacy, or charitable gifting.

 

When you work with a Summit Wealth Advisor, you will quickly realize that we view your financial plan as a living breathing plan. We are committed to providing the very highest standard of financial planning. We want to develop our relationship with you for the long haul, change the goals as needed, analyze and provide recommendations to how best manage an inheritance, career change, or purchase.

 

Gone are the days where you would meet once a year to discuss events, and then wait some time to have a paper plan mailed out to you. We do still print plans, but we also give you more than that. At Summit, we recognize that technology is becoming a necessity in our day to day life, and we are very proud to offer a client planning portal that is client-centered and comprehensive from login to logoff, desktop to mobile, giving you the ability to have ownership over your financial future no matter what stage of life you are in.