Who We Are Built on Experience and Independence
Since 1995, Summit Planning Group has been serving clients who expect more than cookie-cutter advice. With decades of combined experience and the independence to act in your best interest, we strive to provide trusted advice making a positive difference aligned with your vision and goals.
Our ProcessThe Client Experience
At Summit Planning Group, our process begins with you. We've spent nearly three decades building relationships with people who have worked hard, accumulated meaningful wealth, and now need more than generic advice. What they've found here is a team that listens before it speaks, and plans before it acts. From our first conversation through every year that follows, we stay close.
- Every relationship starts with a conversation. Before we talk strategies or portfolios, we take the time to understand your goals, your concerns, and the life you've built. We gather a clear picture of where you stand financially, what matters most to you, and whether we're the right fit for each other. This meeting isn't a sales pitch. It's the foundation everything else is built on.
- With your full financial picture in hand, we get to work. We assess your current position across the areas that matter most and develop solutions tailored to where you are and where you want to go. In our second meeting, we walk you through our findings, present our recommendations, and make sure every question gets answered before anything moves forward.
Investment and Wealth Management: Feel confident knowing your portfolio is built around your goals and risk tolerance. We develop and manage a personalized investment strategy designed to grow and preserve your wealth over time.
Retirement Planning: A successful retirement doesn't happen by accident. We build a strategy around income distribution, Social Security timing, and tax-efficient withdrawals so your wealth lasts as long as you need it to.
Estate Planning: We coordinate with your legal and tax advisors to structure a wealth transfer plan that reflects your wishes, reduces unnecessary taxes, and protects what you've built for the people who matter most.
Tax Planning: We work to identify long-term strategies that manage your tax burden and keep more of your wealth working for you.
Risk Management: We help you identify vulnerabilities in your financial picture and find the right coverage and safeguards to protect against the unexpected.
Comprehensive Financial Planning: From cash flow to charitable giving, we bring every piece of your financial life into a cohesive, coordinated plan built around your circumstances. - Once you're confident in the plan, we handle the details. Accounts are opened, assets are transferred, and we walk you through your new statements and online access so you're never left wondering what's happening with your money. From there, we schedule at least one formal review each year. Most of our clients hear from us far more often. We make ourselves available by phone, email, or video whenever something comes up, because your financial life doesn't wait for scheduled appointments.
- We provide proactive oversight and a steady hand through every market cycle and life milestone. By continuously monitoring your portfolio and coordinating with your other professional advisors, we ensure your plan evolves as your life does.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?