Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Independent, Diversified, Knowledgeable

The path to retirement can feel like an uphill climb — one that’s worth the view once you reach the top. Our four-part Summit investment process is designed to help you on your journey as you work to achieve your retirement goals from the first step to the last.

1. Organize

During our initial meeting, we’ll get to know one another and focus on your specific needs and your investment capital goals. We will also determine the level of risk you’re most comfortable with — versus how much risk is currently in your current plan — using a program called Riskalyze.

2. Formalize

We’ll work to develop a customized, long-term investment strategy that is custom tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term potential success. During this step, we organize your financial goals and strategies using eMoney.

3. Implement

We then choose your investments and put the plan that we have developed together into action.

4. Monitor

Through in-person meetings, we’ll monitor your accounts on a regular basis to help ensure they are performing in a way that suits your plan. If we discover that your circumstances have changed or that shifting global markets require a different investing approach, we’ll work quickly to adjust.

We provide services in these areas:

Plan for Retirement Income

  • retirement-income

    Retirement Income Strategies

  • wealth-management

    Wealth Management

  • annuities


  • investments


  • ira-401k-rollovers

    IRA/401(k) Rollovers

Manage Your Assets

  • asset-protection

    Asset Management Strategies

  • life-insurance

    Life Insurance

  • tax-efficient

    Tax Management Strategies

Pass It On

  • ira-legacy

    IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Call Now Button