About Summit place financial advisors
Summit Place Financial Advisors: Your Partner in Achieving Financial Well-Being
When it comes to managing your finances, it's not just about making money. It's about having a plan that aligns with your goals and values, and having a trusted partner who can guide you through the ups and downs of the market. That's where Summit Place Financial Advisors comes in.
At Summit Place, we believe that financial planning is not a one-size-fits-all approach. We start by getting to know you as an individual โ your goals, values, and priorities โ before recommending any products or services. Our team of experienced advisors takes a holistic approach to financial planning, considering all aspects of your financial life including investments, retirement planning, tax strategies, estate planning and risk management.
Our mission is simple: To provide our clients with personalized financial guidance that helps them achieve their unique goals. Whether you're just starting out on your financial journey or looking for ways to optimize your existing portfolio, we are here to help.
Why Choose Summit Place?
There are many reasons why clients choose Summit Place as their trusted advisor:
1) Personalized Approach: We take the time to understand each clientโs unique situation before developing customized solutions tailored specifically for them.
2) Experienced Team: Our team has decades of experience in the industry and stays up-to-date on the latest trends and best practices.
3) Comprehensive Services: We offer a wide range of services including investment management, retirement planning, tax strategies and estate planning.
4) Fiduciary Responsibility: As fiduciaries we always act in our clientsโ best interests putting their needs ahead of our own.
5) Transparent Fees: We believe in transparency when it comes to fees so there are no hidden costs or surprises along the way.
Our Services
Investment Management - Our investment philosophy is based on diversification across asset classes using low-cost index funds combined with active management where appropriate. We believe in a long-term approach to investing and work with our clients to develop a portfolio that aligns with their goals and risk tolerance.
Retirement Planning - We help our clients plan for retirement by developing a comprehensive strategy that takes into account their current financial situation, future goals, and expected expenses. We also provide ongoing guidance to ensure they stay on track towards achieving their retirement objectives.
Tax Strategies - Our team of tax experts works closely with clients to develop tax-efficient strategies that minimize their tax liability while maximizing returns. We also provide year-round tax planning services so there are no surprises come April 15th.
Estate Planning - We help our clients protect their assets and ensure they are distributed according to their wishes through comprehensive estate planning services. This includes wills, trusts, powers of attorney, healthcare directives and more.
Risk Management - We work with our clients to identify potential risks such as disability or premature death and develop strategies to mitigate those risks through insurance products such as life insurance or disability income insurance.
Our Process
At Summit Place Financial Advisors we follow a simple process designed to help our clients achieve financial well-being:
1) Discovery: During the discovery phase we get to know you as an individual โ your goals, values, priorities โ so we can understand your unique situation.
2) Analysis: Based on the information gathered during the discovery phase we analyze your current financial situation including investments, retirement accounts, taxes etc., in order to identify areas where improvements can be made.
3) Strategy Development: Once we have identified areas for improvement we work with you to develop customized solutions tailored specifically for you based on your unique needs and goals.
4) Implementation: After developing a strategy together we implement it using low-cost index funds combined with active management where appropriate.
5) Ongoing Monitoring & Adjustments: Finally, once implemented we monitor progress regularly making adjustments along the way when necessary ensuring that you stay on track towards achieving your goals.
Conclusion
At Summit Place Financial Advisors, we believe that financial planning is not just about making money. It's about having a plan that aligns with your goals and values, and having a trusted partner who can guide you through the ups and downs of the market. Our team of experienced advisors takes a holistic approach to financial planning, considering all aspects of your financial life including investments, retirement planning, tax strategies, estate planning and risk management. We are committed to providing our clients with personalized guidance that helps them achieve their unique goals. Contact us today to learn more about how we can help you achieve financial well-being!
summitplacefinancial.com
