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Our Process

Our Process

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Personalized Client Experience

Personalized Client Experience

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, your family, your business — and how you see your needs changing over time. Learn how The Summit Financial Strategies can work with you to help your financial needs.

Our Services
A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired The Summit Financial Strategies to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Investments

    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

  • Insurance

    Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Resources

At The Summit Financial Strategies, we want our clients to be financially savvy. Browse our library to start your path to financial education.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

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Making a Charitable Contribution

Making a Charitable Contribution

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White Elephant Inheritance

White Elephant Inheritance

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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

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Variable Universal Life Insurance

Variable Universal Life Insurance

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Why The Summit Financial Strategies?

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Team

Complimentary Consultation

We will meet with you to present an analysis and discuss our recommendations.

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