FIDUCIARY
Fi-du-ci-what!? It's simple -- we have structured our business to put your needs first.
COMMISSION-FREE
No hidden fees. Our transparent fee schedule aligns our compensation to your goals.
CFP® PROFESSIONAL
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
JUST GETTING STARTED
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.
PREPARING TO RETIRE
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.
SUDDEN LIFE EVENT
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.
