ACCESS

Writing 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.

Start Your Story

ACCESS

Writing 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.

Start Your Story

Our Approach

We’re determined to help you form your life’s financial success story.
We take each client through a streamlined process to create perfectly aligned financial plans.

WORKSHOP

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.

STORYBOARD

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.

PATHWAY

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.

Planning Foundation

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.

Portfolio Design

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

A Summit advisor acts as the center point for a client’s entire net worth by ensuring all investment accounts reflect a client’s true risk tolerance. When we see that an account held away from Summit misaligns, we implement better strategies.

Client’s Risk Tolerance

We first assess a client’s true tolerance for risk.

Portfolio Risk

We build a portfolio that matches risk tolerance and continually monitor outside accounts.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

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