Comprehensive Financial Planning

Click on any of the segments of the chart to learn about some of the key elements of comprehensive financial planning.

Summit’s approach for successful clients involves the development of a comprehensive financial plan that takes into account the client’s complete financial picture, including all real and financial assets, liabilities, insurance policies and business interests as well as his or her family situation, risk tolerance, personal priorities, and business and financial goals.

We consider all of the key elements that you have put in place, identify gaps and potential issues, and then develop integrated planning strategies that address the financial challenges you face. Our clients simply cannot afford a unilateral, non-diversified or piecemeal approach to their financial future.

College costs today are high for everyone. For wealthy families College Funding Planning is not just about setting up a college savings account.

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Retirement Planning is a critical element of your comprehensive financial plan to provide personal reitrement financial security that compliments your plans for your beneficiaries and heirs.

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Learn more on how your Summit Advisor and our expert Estate Planning team can help maximize the value of your estate for your heirs and beneficiaries.

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Learn more about Summit’s Fringe Benefit Planning services for business owners and high net worth clients.

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Planning for business succession and/or exitstrategies may save real dollars for you and for your beneficiaries—and protect your valued employees.

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Investment Planning is not just a stock and bond  portfolio. Summit approaches this plan as part of a far greater wealth accumulation strategy.

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At Summit Insurance Planning is not just a life insurance policy. It’s typically part of a bigger picture.

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At Summit Tax Planning is not just an income tax  return. It’s part of comprehensive strategy to maximize the value of your assets for yourself and your beneficiaries.

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Everyone is unique—Determining your personal and financial goals is the first step in developing an  efective financial plan.

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We recognize the complex relationships between businesses and the men and women who run them.

Before we can make any intelligent and thoughtful recommendations, we take time to learn about our clients’ personal and financial objectives.

We carefully examine their entire financial picture. We delve into a wide range of issues, estate objective, business continuity plans, fringe benefits, retirement plans, tax liabilities, philanthropic goals, cash flow and more.

A Comprehensive Financial Plan is where all of these factors intersect. Everything flows from this plan.

Goals and Objectives College Funding Planning Retirement Planning Estate Planning Business Continuity Planning Fringe Benefit Planning Insurance Planning Investment Planning Income Tax Planning