The Importance of Having a Financial Plan
You can't reach your goals if you don't know where you're going or how to get there.WHAT IS FINANCIAL PLANNING?
Financial planning is a better approach for personalized financial advice. The process involves taking a comprehensive view at your finances, including a full understanding of your values, financial objectives and concerns, that will guide financial recommendations.Financial Planning will address:
- Where my money is, where is it going, and is it in the right places to accomplish my goals?
- How much should I be saving to meet my objectives?
- Am I prepared for unanticipated risk?
- Is there more I should be doing now and in the future to be prepared?
- Is my family protected if something should happen to me?
WHO SHOULD HAVE A FINANCIAL PLAN?
Anyone who is financially active and seeks trusted financial advice, should have a financial plan in order to improve their financial future.Characteristics of people we can help:
- Serious about working toward financial success
- Value a pro-active thinking partner
- Motivated to improve their financial situation
- Wants to make smart decisions with their money
WHY SHOULD YOU HAVE A FINANCIAL PLAN?
Creating a financial plan will help you:
- See your finances in one place to understand how your financial decisions impact your financial success.
- Be prepared to recalibrate financial decisions when life events happen
- Create thoughtful strategies incorporating your long-term financial goals
- Understand what you need to do to improve your financial future
HOW CAN YOU GET A QUALITY FINANCIAL PLAN?
By partnering with a financial professional, you gain:
- Organization: Bringing order to your Financial Life
- Accountability: Follow through on financial commitments
- Perspective: Bring insight from the outside to help avoid emotionally driven decisions
- Proactivity: Anticipate life transitions to help be financially prepared
- Education: Providing knowledge/education pertaining to your Financial life
- Partnership: Work together to help you plan for your best Financial Life
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.
Our Services
For over two decades, Summit Wealth has offered holistic wealth solutions to individuals and families across the nation. Our personalized service and thoughtful advice has enabled us to become trusted members of our clients’ professional team. Through a confidential advisory relationship, we strive to bring you understanding and guide you towards making wise financial choices.
Financial PlanningLearn More
Whether your goal is to prepare for your financial future or simplify your overall finances, Summit Wealth can offer the clarity and guidance you need to pursue those goals. Together, we’ll design a personalized and comprehensive plan to ensure you stay on track and progress towards success.
Planning for Life EventsLearn More
Major life events often have an impact on your finances. Through support and collaboration, we will work with you to develop a solution that aligns with your unique financial situation while guiding you through these transitions with confidence.
Wealth ManagementLearn More
As fiduciary advisors, the prudent management of your wealth is our top priority. Our independent status gives us access to thousands of investments, allowing us to create comprehensive portfolios designed to help you pursue your financial goals.
Let's Talk!
As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.