As independent financial planners, we understand that each client has goals of preserving assets, realizing growth, transferring assets to heirs, while maintaining a certain quality of life. We employ a collaborative approach – beginning with a thorough evaluation and sound financial plan – customized with a strategy to meet financial expectations.
Summit focuses on the growth and preservation of our client’s assets. Our compensation is commensurate to asset value – not to sales commissions. The end goal of comprehensive financial planning goes beyond choosing investments. Effective investing is creating a personalized strategy based on unique objectives, income and return requirements, risk tolerance and time horizons. This aligned-goals approach assures that each recommendation is in the client’s best interest.
Comprehensive Financial Planning including, but not limited to:
