APPROACHWriting Your Financial Success Story
We all know the power of following a long-term financial plan, yet a few take the first step. As advisors, we help people put pen to paper. By creating fully tailored and comprehensive plans, we write stories of financial success.
We take each client through a streamlined process to create perfectly aligned financial plans.
Using interactive technology, Summit advisors work with each client to discuss not just financial targets, but the things in life that matter most. We review existing planning elements, including investment allocations, insurance coverages, retirement funding, etc., to pinpoint risks and opportunities.
We take what we learn and present a visual representation of a client’s life. Everything from current life insurance coverage, estate planning, and spending habits to important family members, charitable goals, and the way you take your coffee. Your Summit Storyboard is our starting point.
With goals as our guide, we map the path forward by creating, implementing, and proactively managing a customized plan. When things like new tax laws or major life events arise, Summit advisors adapt the plan accordingly to keep every client on track every step of the way.
Portfolios matter, but we know that proper planning and ongoing advice matter most to long-term financial success. Alongside every advisor, our team of legal and tax experts ensure planning elements properly weave together.*
*The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.
We’re independent. Without bias toward any investment product, we consider investments in the marketplace based only on its merit and alignment with client goals.
Summit Risk Monitor
Client’s Risk Tolerance
We first assess a client’s true tolerance for risk.
We build a portfolio that matches risk tolerance and continually monitor outside accounts.
FIND AN ADVISOR
Someone from the Summit team would love to assist you.
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