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.More
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.More
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.More
Learn more about Summit’s Fringe Beneﬁt Planning services for business owners and high net worth clients.More
Planning for business succession and/or exitstrategies may save real dollars for you and for your beneﬁciaries—and protect your valued employees.More
Investment Planning is not just a stock and bond portfolio. Summit approaches this plan as part of a far greater wealth accumulation strategy.More
At Summit Insurance Planning is not just a life insurance policy. It’s typically part of a bigger picture.More
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.More
Everyone is unique—Determining your personal and ﬁnancial goals is the ﬁrst step in developing an efective financial plan.More
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.