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Your vision. Our guidance.


HOW WE DO IT


THE SUMMIT APPROACH

WEALTH PLANNING. WEALTH DISCIPLINE. WEALTH GUIDANCE.

Navigating the financial complexities of decision-making and problem-solving.

 

Our strategies aim to help you accumulate, preserve and distribute  your wealth.

The wealth planning process is an in depth look at a your financial needs, goals and issues. It sets the stage for the greatest probability to reach your near and long-term financial goals.

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.

We help you clarify your goals and objectives, regarding investments, tax issues, insurance needs and retirement planning. Our process instills the confidence and direction needed to take the steps towards building your financial future.


Holistic Planning Is about your life and what is important to you:

Goals and Objectives
Retirement
Divorce
Education
Travel
2nd home
Weddings
Caring for loved ones
Investments
Efficiency
Appropriateness
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
Insurance
Life
Long term care
Disability
Property and casualty
Liability
Wills and estates (we work closely with your attorney)
Wills
Powers of Attorney
Health Care Directives
Trusts