Personal Financial Planning
As an independent planning and investment firm, we believe that each client has goals of preserving assets, realizing growth, transferring assets to heirs, and maintaining a certain quality of life. We take this mission seriously. Our approach is collaborative – each relationship begins with a thorough evaluation and sound financial plan – customized with a strategy to meet your financial aspirations.
Being an independent, fee-based firm focuses us on the growth and preservation of our client’s assets – as our compensation is tied to its value – not to sales commissions. We do not use internally-manufactured or proprietary investment products. The foundation of effective investing is creating a personalized investment strategy based on your unique objectives, income and return requirements, risk tolerance and time horizons. This mutually aligned goals approach seats us on your side of the table- making every recommendation in your best interest.
As a business owner, recruiting and retaining employees can be the difference between good and great. In today’s competitive market, it is crucial to offer a benefits package that delivers stability for employees and their families. For business owners, we deliver comprehensive planning which can include executive compensation, buy/sell funding, healthcare planning and qualified retirement plans. Our knowledge of the industry and extensive experience allow us to provide benefit programs that meet the needs of your employees and your budget. Look to us for competitive coverage in health, life, retirement, disability as well as executive plans for deferred income, stock redemption and business continuation. Health and disability insurance are not offered by LPL Financial.
To review our comprehensive Employee Benefits programs offered by Summit Insurance, click here.