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
You shouldn't need a $1,000,000 portfolio to have access to the best ongoing advice. Perfect for clients ready to take their finances to the next level with guidance, encouragement and accountability.
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.