Financial Planning
Working together in seeking to build a trusted relationship. 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...
Retirement Income Planning
Prepare today for the retirement of tomorrow 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. We believe a successful retirement is the highest financial priority for many people...
Estate Planning
Making a plan in advance and naming whom you want to receive the things you own (your car, home, real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions etc...) after you die. Of course, life is not that simple and neither is estate planning...
Tax Planning
Financial planning and tax efficiency go hand-in-hand. At Summit Investment Advisors, we take a proactive approach to review your recent tax returns and identify potential savings...
