HOW WE DO IT
THE SUMMIT APPROACH
WEALTH PLANNING. WEALTH DISCIPLINE. WEALTH GUIDANCE.
Navigating the financial complexities of decision-making and problem-solving.
We focus on the outcome first and process second. Our strategies aim to help you accumulate, preserve and distribute your wealth. It is not just about the investments.
The wealth planning process is an in depth look at a client’s financial needs, goals and issues. The work done with the client and the planner sets the stage for the greatest possibility for the client to reach his or her financial goals in the near and long-term.
Following the Certified Financial Planning (CFP) Board of Standards process, we help develop, implement and monitor a comprehensive strategy with a series of meetings and discussions where we analyze a client’s current situation, review their financial needs, goals and issues and outline specific steps to help the client achieve their goals.
Focusing on goals and objectives, investments, tax issues, insurance needs, wills and estates and retirement planning, we have developed a process that has helped our clients get the work that they need to get done to help them have confidence and clarity for their financial future.
Items addressed include:
|Goals and Objectives||Retirement|
Caring for loved ones
Interrelations of investments
Applicability to the client’s goals and needs
|Tax||Efficient strategies for managing taxes in retirement|
Tax management during working years
Tax strategies for business
Tax strategies for the self-employed
Long term care
Property and casualty
|Wills and estates (we work closely with your attorney)||Wills|
Powers of Attorney
Health Care Directives