At Summit, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. We act in your best interest. With no affiliation to large banks or brokerage firms, we remain transparent and honest, committed to developing trustworthy relationships. We stand behind our motto, “Solid Growth, Safely Managed, Trusted Advice.”
Comprehensive Financial Planning
Life’s complicated enough—your financial planning shouldn’t add to that. Whether it’s getting a handle on your budget, mapping out retirement, or saving for your kids’ college, we’ve got you covered. We’re all about creating a plan that moves and grows with you, every step of the way.
Investment Management
How you envision spending your retirement years influences how we manage your investments. Our strategies are designed to align with your risk tolerance and retirement objectives, creating a diversified portfolio that aims for growth while managing risk—allowing you to look forward to a retirement that’s as rewarding as you’ve imagined.
Insurance Planning
The peace of mind that comes with knowing your assets and loved ones are protected is invaluable, especially as you approach retirement. Our insurance planning is a key component in securing the lifestyle you desire for your retirement, providing the assurance that you’re prepared for whatever comes your way.
Tax Planning
Efficient tax planning is crucial. Your strategies are integrated into your financial plan with the goal of preserving your wealth, ensuring you can enjoy the fruits of your labor without undue tax burdens diminishing your nest egg. We work with your current tax preparer to make sure there are no surprises come April. We proactively plan with you to be sure we are considering many aspects, such as, Roth Conversions or Qualified Charitable Distributions.
Estate Planning
Your legacy matters. We’re here to help you shape it, with estate planning that ensures your assets are handled just as you wish. It’s about making sure your story lives on, exactly how you envision it.
401(k) Management
Efficiently managing your 401(k) is crucial for securing your financial future. Our team specializes in optimizing your 401(k) plan to align with your retirement goals and risk tolerance. Let us navigate the complexities of investment choices, contribution limits, and tax implications, so you can confidently build wealth for retirement.
Business Solutions Planning
For the entrepreneurs out there, we know your business is a big part of your retirement puzzle. We offer specialized support to safeguard and grow your business, so when it’s time to retire, you can do so with confidence.
