Even in the best of circumstances, wealth preservation is an on-going challenge. When you factor in volatile national and international financial markets, increasing uncertainty in government, unpredictable investments, and longer life expectancies, working with an experienced investment advisor may be more important than ever.
You need a professional who has the experience and perspective to gauge how changes in the broad financial landscape, both national and global, may impact financial markets AND your wallet. At Summit Planning Group, we have been doing just that since 1986. We provide comprehensive wealth management for retirees and pre-retirees, incorporating a disciplined style that is conservative while remaining flexible in the face of change.
You need a professional who has the experience and perspective to gauge how changes in the broad financial landscape, both national and global, may impact financial markets AND your wallet. At Summit Planning Group, we have been doing just that since 1986. We provide comprehensive wealth management for retirees and pre-retirees, incorporating a disciplined style that is conservative while remaining flexible in the face of change.
Services
Summit Planning Group was founded by Richard Urciuoli in 1986. Over the years, we have steadily grown. Today we oversee more than $100,000,000 in assets, serving clients in more than fifteen states. With more than 39 years in business, we have been through economic ups and downs. Our longevity has given us both experience and perspective.
With 55 years of experience in financial planning, our wealth management team has the experience and know-how to guide you on your path toward a successful and comfortable retirement. Rick is a lifetime resident of CNY, currently living in Marcellus. He earned his B.S. in Finance from Syracuse University in 1975.
At Summit Planning Group, we believe that the first step in creating a successful financial plan is a comprehensive financial review. We'll discuss where you are now, as well as upcoming life changes and your retirement goals. With an analytical eye, we'll review your existing portfolio, looking for areas of high risk and potential ways to improve your portfolio to give you the best chance of achieving your dreams.
Perspective - Understanding the macroeconomic view of the world around us and its impact on investments. Design - Creating a financial plan that provides the optimal mix of assets and income, tailored to fit to your needs and the economic climate.
Implementation - Putting your new plan into place, and coordinating it with any existing retirement plans, estate plans, long-term care plans, tax planning strategies, and income needs into a well-rounded, comprehensive wealth plan.Active Management - Daily reviews of your investments, with strategic adjustments made as macroeconomic conditions change.
Implementation - Putting your new plan into place, and coordinating it with any existing retirement plans, estate plans, long-term care plans, tax planning strategies, and income needs into a well-rounded, comprehensive wealth plan.Active Management - Daily reviews of your investments, with strategic adjustments made as macroeconomic conditions change.
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