Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. We are experienced financial services professionals. We continuously strive to educate our clients while preserving, protecting, and growing their wealth. We make a difference by providing the tools our clients need to feel confident in their financial decisions.
At Summit, we are able to bring great insight and perspective to Financial Planning, Retirement Income Planning, Investment Management, Forward Tax Planning, and Estate Planning. Summit offers a series of Masterclasses focused on helping you achieve your retirement goals. Our informative webinars will provide the comfort and support you need to live confidently in your life after work.
At Summit, we are able to bring great insight and perspective to Financial Planning, Retirement Income Planning, Investment Management, Forward Tax Planning, and Estate Planning. Summit offers a series of Masterclasses focused on helping you achieve your retirement goals. Our informative webinars will provide the comfort and support you need to live confidently in your life after work.
Services
Our approach to financial planning has been designed with you in mind. From our initial meeting together, we work diligently to learn as much as we can about you-personally as well as financially-as we guide you through our planning process.* By completing a confidential personal profile, you enable us to gain a better understanding of what you are looking for.
Retirement Planning is the process of creating a realistic strategy for funding your retirement that balances current financial needs with expected retirement needs many years into the future. Because of the long-term nature of retirement and all of the variables that go into determining potential success or failure, it is often the most difficult financial goal for which to plan.
Of course, life is not that simple and neither is estate planning. We at Summit Investment Advisors believe that having more than just a simple plan in place can save your heirs time, grief and a lot of money. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy.
Summit Tax Advisory Services will help ensure that your retirement plan is tailored to utilize both tax-advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.Summit employs state-of-the-art technology to elevate its practice to include comprehensive tax planning as part of an overall financial plan.
Summit Tax Advisory Services will help ensure that your retirement plan is tailored to utilize both tax-advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.Summit employs state-of-the-art technology to elevate its practice to include comprehensive tax planning as part of an overall financial plan.
