Financial Planning
Plan for your future with confidenceComprehensive financial planning can set the stage for a successful financial future. Our mission is to help you achieve financial peace of mind.
Individualized Consultations
Envision yourself years down the road. Are you retired? Living in a different location? Starting your own small business? Expanding your family? Regardless of which financial goal you are striving for, Summit Wealth can help you reach it. As trusted advisors, let us join you on your journey towards financial freedom.
We take the time to understand your unique situation and aspirations before providing guidance. The financial planning process begins with a complimentary discovery meeting, where we review your current status and explore your long-term financial goals. Our team then carefully develops a personalized plan that provides step-by-step instructions to achieve your end goal.
Planning with Purpose
Holistic Planning Strategies
Financial planning involves more than establishing a target date and building a nest egg. Holistic wealth planning integrates every nuance that shapes your financial life. Your personal values, goals, and concerns are all taken into consideration before generating our specific recommendations. Once we have gathered your pertinent information using our Wealth Management Worksheet, we develop a detailed picture of your finances, including your assets, estate plan, insurance, risk tolerance, and other relevant factors.
When curating a roadmap that is unique to you, we plan for a myriad of factors. Strategies on tax minimization, legacy planning, asset protection, and cash flow management are all incorporated into your overall game plan. In doing so, we strive to accelerate the journey towards your financial independence and help you reach your goals with greater efficiency.
A Financial Plan Structured for Your Unique Financial Picture
No two individuals have the same financial blueprint. At Summit Wealth, we understand that each client’s situation is one-of-a-kind. We work with you over the course of multiple meetings to gain a deep understanding of your current financial position, anticipated obstacles, imminent changes, and overarching objectives.
Detailed and thorough planning sets the stage for financial stability, clarity, and discipline. Your comprehensive and balanced wealth management plan will keep you on track as you gradually advance toward your personal finish line. Over time, and through the different stages of life, your team at Summit Wealth will help you reassess your progress through continuous analysis and review of your plan in order to maintain the forward momentum towards your goals.
Confidence comes from attention to detail.
Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.
Who We Serve
Our clients tend to be busy individuals who look to maximize the value of their time. They appreciate the peace of mind that comes from having the support of a trusted advisor, allowing them to keep their focus on the most important passions in their lives, such as business, family, philanthropy or leisure.
Our mission at Summit Wealth is to guide our clients to achieve their lifetime ambitions through a trusted, professional advisory relationship. Seeing our clients live their best lives is incredibly fulfilling—it’s why we do what we do.
Whether you are an entrepreneur or a corporate executive, no two businesses are the same. The intricacies that come along with being a professional in today’s world can be complex.
Some of the most important decisions around money happen when there is an inheritance, a change in marital status, the loss of a spouse, or a health issue.
In addition to strategizing on the flow of your personal wealth during your lifetime, we expand our assistance to help your children, grandchildren and the generations that follow.
