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COMPLETE FINANCIAL PLANNING

Comprehensive Financial Planning Services

Everybody wants to retire early in their dream home—what steps are you taking towards your financial goals right now? Financial guidance services give you an executable plan that ensures you meet your financial goals.

Why Choose Financial Planning Services?

As of 2022, only 22% of Americans approaching retirement age say they’ll have enough money to maintain a comfortable standard of living. Between inflation lessening the value of assets to taxes and health-care costs draining savings, a huge portion of Americans aren’t financially prepared.

Professional financial management is about more than just a comfortable retirement. The right financial advisor will give you advice involving:

  • Tax optimization
  • Risk management
  • Asset protection
  • Family legacy
  • Charitable gifting

Whether you have long term goals or are concerned with optimizing your financial life now, investing in complete financial planning will give you the peace of mind that you’re heading in the right direction.

PLANNING FOR YOUR FUTURE?

Why Choose Summit Wealth Partners

If you’re looking for the ultimate standard in complete financial planning, come to Summit Wealth Partners. We are dedicated to providing the highest standard of financial planning and will work with you on setting and meeting your financial goals. We offer:

Comprehensive Services

We give advice on all things finance. Our plans include all financial options, from investment advice to tax planning. We also tailor each plan to your level of risk tolerance. Our financial guidance services are extremely flexible and always start with you and your needs. We’ve worked with a variety of clients from varied financial backgrounds. Whatever the case may be, we can help you achieve your goals.

 

Risk Management

The market is constantly changing, we’d love to be able to say that we know exactly what’s going to happen with the market but that isn’t the case. While we may not have all of the answers, our complete financial planning still gives you security. We accomplish this by diversifying enough to mitigate risk. A sufficiently diversified plan can ensure that you’re able to appreciate your assets, even if the market changes in unexpected ways.

A Wealth of Experience

Summit Wealth Partners has been providing complete financial planning services for 40 years. Over this time, we’ve had time to perfect our approach to client wealth management. We’ve seen the market in numerous different conditions and have seen how these situations impact our clients. We’ve offered sound advice through the unexpected that has let us offer financial services across generations. Nothing makes us more satisfied than when the children and grandchildren of our clients come back to us for their financial planning needs.

Despite serving customers over decades now, we’ve never let ourselves settle into a routine. We understand that the market is constantly shifting, and we’re always adjusting our strategy to get our clients the best results possible.

Business Consulting meeting working and brainstorming new business project finance

Constant Availability

The world and market have changed. We deal with a level of unprecedented economic volatility. That’s why we emphasize being extremely available to all of our clients. This commitment led to us developing a client planning portal that offers you full, 24/7 access to your financial plan. Log in to log out, desktop to mobile—we give you ownership to your financial future.

We still offer traditional paper plans for clients with old-school sensibilities. All of our services are tailored to your needs.

A Customer-Oriented Approach

You may have noticed the theme that all of our services are customized to our clients needs. Many competing financial advisors offer boilerplate advisory services to all of their clients. Work with these financial advisors to get a generic plan that doesn’t take your specific situation or goals into account.

Summit is prepared to adjust financial plans according to any change because we view them as living documents that need to change as your needs do. Our flexibility means that we’ll always keep you on track to your best financial future, whether you’re handling a career change, a marital change, or relocation to a new home.

Secure Your Financial Future

Raise the standard of what you expect from a financial advisor by partnering with Summit. We will develop a rock-solid, flexible financial plan that will secure your financial future. Partner with us at Summit to handle tomorrow, today.

START YOUR FINANCIAL JOURNEY

Financial Planning