Financial Planning and Investment Consulting Services
At Summit Financial Advisors your financial well-being is our goal. Our services are designed to provide you with answers to your financial questions, solutions to your financial challenges and guidance so you can achieve financial security. Topics on which we most commonly provide advice on are:
- Goal setting
- Savings prioritization
- Asset allocation
- Tax planning
- Retirement planning
- Estate planning
- Budgeting and cash flow
- Education funding strategies
- IRAs & tax deferred employee plans
We will provide you with:
A written financial plan, detailed investment recommendations, assistance with implementing these recommendations and periodic reviews of your financial plan and investments. The fee for our services will be quoted to you in advance and determined based on your investable assets and the complexity of your financial situation.
Summit Financial Advisors, LLC differs from other financial planners in that we do not manage investments, therefore our firm does not bill for expensive asset-under-management fees. We design detailed investment plans for your assets and partner with you so you can manage your own investments. We will periodically review your portfolios and make recommendations for rebalancing or investing new money. You will retain full control of your assets and your investment decisions.
Click here to schedule a FREE consultation with a Summit Financial Advisor