At Summit Financial Wealth Advisors, we strive to help you build wealth to align with each stage of your life, whether you’re saving for a house, preparing to send a child to college or looking at retirement. Wherever you find yourself on your journey, we are here to help.
We carefully assess your needs and guide you in making decisions to align with your goals. Whether working with you to establish a financial plan or execute an investment strategy, we maintain a fiduciary approach with a commitment to your best interests.
Protecting your assets is our first goal. With that goal in mind, we make an in-depth risk analysis in order to recommend appropriate investments for you. As part of your comprehensive financial plan, we guide you in making insurance decisions to help protect your assets and provide for your family should anything happen to you. When necessary, we set up succession plans to ensure a smooth business transfer should the need or want arise.
When you retire, the last thing you want to worry about is having enough income. We work to establish a clear financial plan consistent with your vision of retirement and continually work to keep you on plan until that day arrives. To help you manage your retirement years comfortably, we then help you execute pre-defined income/cash flow strategies to ensure you’re well covered throughout this phase of life.
Channeling your resources into the people and causes you care about matters a great deal. Working with trusted estate attorneys and CPAs, we help you determine how to allocate your assets for succeeding generations. We help you implement tax and charitable giving strategies that are consistent with your values and needs.
Financial PlanningRetirement SavingsEducation SavingsLending Solutions
Insurance SolutionsPortfolio ManagementSuccession PlanningEmergency Funds
Retirement PlanningCash Flow PlanningRollover OptionsLong Term Care
Tax StrategiesCharitable GivingBeneficiary DesignationsEstate Planning