FINANCIAL PLANNING and WEALTH MANAGEMENT
For Every Stage of Life
REACH YOUR GOALS - INVEST SMARTER - OPTIMIZE INCOME
Fi-du-ci-what!? It's simple -- we have structured our business to put your needs first.
No hidden fees. Our transparent fee schedule aligns our compensation to your goals.
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
Our clients entrust us with their most important financial decisions. Our purpose is to be your first call for any financial need.
While many look forward to the day work is optional, retirement can feel unobtainable.
Many families and colleges don't teach the needed skills for effective money management and wealth creation.
You don't have to do this alone. Together, we will work through these discussions so that you feel confident knowing where you are, where you are headed, and how to navigate all the variables.
Transitioning from steady income and a regular routine is a big adjustment.
How do you responsibly manage wealth for yourself, your family, and the causes that you are passionate about?
You are not alone. Together, we will build a plan that aligns your wealth with what matters most in your life.
Some major life events are seemingly positive, like receiving an inheritance or selling a business or real estate.
Others – especially the ones you don’t see coming – can be negative and often very costly.
Planning in anticipation for these major life events is a critical component of Summit Wealth's wealth management and investment process.
When you hire Summit Wealth Group you are hiring a personal CFO to guide you through every stage of your financial life.
DEBT ELIMINATION STRATEGIES
GOAL SETTING AND ANALYSIS
Our free assessment will show you step-by-step how to reach your goals, invest smarter, and optimize income.
9175 South YaleSuite 100Tulsa, OK 74137
5030 Business Center DrSuite 110Fairfield, CA 94534
2150 S Central ExpySuite 200McKinney, TX 75070