When you work with us you can expect....

To have a financial plan that provides a clear picture of your current finances and specific direction on how to achieve your needs and goals.

Assistance with putting this financial plan into action. If you choose this option we will periodically monitor your plan and make recommendations for any necessary changes.

Financial assets that are simplified, organized, and well diversified. You will gain control of your finances and experience the comfort of knowing your financial life is in good order.

A trusted partner to advise you on financial matters as you travel through life no matter where your journey begins: Just starting out, mid-career, or close to retirement. 

And most importantly ..... more time to spend with your family and friends and less time worrying about your finances.

The Financial Conversation
During our “get acquainted” meeting you can expect us to ask a lot of questions about your goals, your current situation and what has and has not worked for you in the past. Together we will determine whether we are the right advisory firm for you; and you will be able to decide if you are comfortable with us – a key aspect to the success of our future relationship.

The Financial Plan
A financial plan may address one or two specific goals or it can be a broader long-term program. Your plan may include recommendations about retirement planning, college savings, insurance protection, tax planning, budgeting, estate preservation, and investment planning.

Our Process

  • We meet with you to mutually define your personal and financial goals, needs, and priorities.
  • Together we determine the level of service that is best for you.
  • We review and analyze the relevant financial records and documents you provide us and assess your existing financial situation.
  • Then we create a financial plan-Your roadmap to achieving your financial goals. 
  • You can implement the plan yourself or we can assist you in putting the recommendations into action. Because we are FEE-ONLY and accept a fiduciary responsibility, you will not have to worry about conflicts of interests; like the ones that may exist when working with a stock broker or insurance company.
  • We can periodically review and update your plan to adjust to changes in the financial environment or with your financial goals.
How do I get started?
We offer a no-cost, no-obligation “get Acquainted” meeting at one of our offices, at a mutually accepted location, or over the phone.

Click here to schedule a FREE consultation with a Summit Financial Advisor