You’ve worked hard your entire life, but you still wonder...
- Am I gonna be OK when I retire?
- When should I start taking social security?
- Is my portfolio too risky?
- How can I pay less taxes?
- Can I afford the trip I’ve dreamed about?
- What will happen to my estate?
- Can I trust the advice I'm getting?
There’s a lot at stake...
That's why you need a plan and a team you can trust
You deserve a financial plan that gives you freedom and security. We're experts in helping our clients achieve their financial goals for a meaningful future.
Here’s what you get when you work with the team at Summit
Clarity
Get a clear picture of what your retirement can look like, with an plan of action.
Security
Protect your wealth and avoid common retirement pitfalls
Confidence
Be confident that you're set-up to live a meaningful life in retirement.
Retirement isn’t just about the money. It’s about your quality of life.
This is why our dedicated advisors are so enthusiastic about leading you towards your objectives with a customized strategy, ensuring your confidence in the future.
Never Run Out
of Money
Build Wealth
That Lasts
Make the Most of Retirement
30
Years of
experience
We're an advisory team built on knowledge & trust
Here's how it works
Ready to maximize your retirement income? Just follow our simple 3-step process!
Free Consultation
Phone Call
We'll chat about your concerns and goals to see if we're a good fit.
Create a Custom-fit Plan
We'll implement a custom-fit process to set you up for success.
Enjoy a Meaningful Retirement
Be confident that you're set-up to live a meaningful life in retirement.
Schedule a Free Consultation
We'll chat about your concerns and goals to see if we're a good fit.
Create a Custom-fit Plan
We'll implement a custom-fit process to set you up for success.
Enjoy Your
Retirement
Be confident that you're set-up to live a meaningful life in retirement.
What makes Summit different?
We are Fiduciaries
It’s our legal responsibility to put your best interest above all else, and we don’t take it lightly. You're best interest is our priority.
It's Personal with us
You're more than a number to us. We look forward to knowing you personally understanding you and your financial goals. We take the time to get to know our clients and their goals.
Over 30 Years Experience
Our Advisory team has the experience and expertise that you need, providing you with the financial confidence you deserve. That experience, paired with our attention to detail and our personal touch, you can't lose with Summit!
Simple & Straightforward
We make it our top priority to ensure your comprehensive understanding of how your money is working for you.
We will Serve, Not Sell
We promise to serve you, not sell you products. We know that it's difficult to trust someone with your future, and we don't take it lightly. We only suggest products that are in your best interest.
Personalized Strategies
You deserve a plan that's tailored to your specific goals and retirement priorities, not just a one-size-fits-all approach. Our strategies are customized to your needs.
Personalized expert wealth management services shouldn’t be reserved for only the ultra-high net worth. We believe it’s just as important - if not more - for those that have accumulated a $1 or $5 million nest egg to receive expert care. That’s why we cater to working professionals and retirees. You deserve a partner who actually knows you personally and fully understands your goals.
We're perfect for clients who want to:
We're built to help clients like you!
-
Work with a financial team they know and trust
-
Enhance their benefits, income, tax, and investment strategy
-
Have an investment portfolio personalized to their goals
-
Maintain their lifestyle throughout their life
Ready to Maximize Your
Retirement Income?
Contact Us
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