Categories
Financial
About Us
Do you wish you had more time to enjoy life?
Now is the time to plan for your future, are you ready?
Our investment and financial planning philosophy is to provide objective advice, without bias toward any specific product. This allows us to incorporate the best solutions, customized to your specific needs. We provide financial planning services and investment advice on behalf of our clients' best interest.
As a ''fee only'' client fiduciary, we are committed to providing timely, unbiased advice, and have no incentives to sell you any products or receive compensation from third-parties. All advice is provided solely on what is best for your unique situation.
Our sole focus is to develop deep relationships with our clients and work closely with them to fulfill their long-term financial objectives using a low-cost, timeless investment approach.
At Summit you will partner with an exceptional team of professionals focused on helping individuals and families achieve their financial goals through careful planning and execution of a rigorous investment approach.
As your trusted wealth advocate, Summit continues to demonstrate its dedication to serving our client's best interests.
Highlights
- Comprehensive, objective financial planning
- Multi-year tax minimization strategies
- Retirement planning
- Objective insurance review and recommendations
- Estate plan design and implementation
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