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Tailored Investment Planning

  • Cash Flow Management & Budgeting
    • Checking Accounts
    • Securities-backed lines of credit
    • Expanded FDIC Insurance on Cash Assets
  • Retirement Planning
  • Tax Planning Optimization
  • Risk Evaluations
  • Asset Allocation
  • Portfolio Protection

Summit will work with you to design a highly customized financial plan with well-defined goals. Through ongoing discussion and reviews, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals.