
Managing Your Finances
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
We recommend products and services based on you and your unique life circumstances. At The Summit Financial, we are dedicated to offering you services and advice that truly make sense for you and yours.
Our service is truly personalized…and personable.
Investments
Investments play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans.
Insurance
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to work toward goals like buying a house or retiring comfortably.
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
Leaving a Lasting Legacy
This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.