Summit Planning Group

Since 1986, Summit Planning Group has been dedicated to providing comprehensive wealth management solutions for retirees and pre-retirees. We understand that navigating the complexities of personal finance can be challenging, especially in today's ever-evolving economic landscape. Our team of experienced registered investment advisors is committed to guiding you on a clear path towards a successful and comfortable retirement. We believe that a successful financial future is built on a foundation of careful planning, disciplined investing, and a deep understanding of the global financial market.

Our Approach: A Commitment to Personalized Financial Stewardship

We take pride in our personalized approach to wealth management. Our firm doesn't believe in a one-size-fits-all strategy. Instead, we work closely with each client to understand their unique needs, goals, and risk tolerance. We use our expertise to create a customized financial plan that aligns with your individual aspirations, ensuring that your investments are not only designed to grow but also to protect your hard-earned wealth.

From Complimentary Financial Reviews to Tailored Investments

Our commitment to your financial well-being extends beyond investment management. We offer a comprehensive suite of services designed to address all aspects of your financial planning needs.

Our complimentary financial reviews provide a thorough assessment of your current financial situation. This in-depth analysis allows us to identify areas of strength and potential areas for improvement. We leverage this valuable information to develop a personalized plan that encompasses:

• Retirement Planning: Securing your financial future in retirement is paramount. Our team helps you craft a detailed retirement plan that projects your income needs, outlines potential investment strategies, and assesses your overall preparedness for retirement.
• Estate Planning: We understand the importance of preserving your legacy. Our experts guide you through the complexities of estate planning, ensuring that your assets are distributed according to your wishes and that your loved ones are protected.
• Insurance Review: A well-structured insurance portfolio is crucial for mitigating risk and providing financial security. We review your existing insurance coverage to identify gaps and recommend strategies to optimize your protection.
• Long-Term Care Planning: As we age, the need for long-term care may arise. We help you understand the various options available and develop a plan that addresses your potential long-term care needs without jeopardizing your financial well-being.

Navigating the Financial Landscape with Expertise

At Summit Planning Group, we believe that distinguishing ourselves from other financial advisors is about more than simply managing your investments. It's about providing you with the knowledge, guidance, and support you need to make informed decisions about your financial future. We remain dedicated to staying ahead of the curve, constantly analyzing market trends and economic shifts to ensure that your portfolio is positioned for success in an ever-evolving world.