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LEARN MORE ONE-ON-ONE

Speak with an advisor to learn more about our financial services and how we can help you address your long-term financial needs.

 

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HOW WE WORK

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

THE SUMMIT INVESTMENT PROCESS

When it comes to investing your wealth, we rely on a proprietary four-step process—plan, identify, examine, and implement. The key to our process is asset allocation—we decide which sectors of the market to emphasize or lessen in your portfolio, based on the fundamentals of those sectors or specific companies within them. Learn more.

COMPREHENSIVE FINANCIAL PLANNING

Your financial plan is the most important part of the work we do. Together, we will customize a plan that reflects your age, goals, risk tolerance and current financial situation.

At the beginning of our relationship, we get to know you and your finances well—including your assets and liabilities, sources of income, retirement and other savings, insurance coverage, estate plans, and more—so that we can build a comprehensive plan that serves as a personalized road map for your near-, medium- and long-term needs. 

Comprehensive financial planning includes: goal setting, cash-flow analysis, insurance planning, addressing short-term savings goals, investment analysis, detailed retirement plan forecasting, Monte Carlo analysis, and a thorough review of your estate plan. Financial plans are updated annually. 

INSURANCE SERVICES

Our advisors will ensure you are getting the right amount of coverage for life insurance, disability, and long-term care. As an independent firm, we work with a wide variety of insurance carriers who can help you get the coverage you need.

DIGITAL WEALTH ADVISOR (DWA)

Benefit from a customized plan and a personal advisor committed to you. We’ll give you strategies designed to help you work towards your financial goals, and if you ever have any questions, we’re only a phone call away.

Transfer your existing assets, open accounts, view your portfolio and make updates via your personal portal. This technology makes the process easy and transparent.

Using investment techniques, we’ll implement your personal roadmap with cost efficient strategies. We’ll also provide ongoing trading that can maintain your portfolio’s diversification and help you reduce taxes. Get a free DWA proposal.

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