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Summit Planning Group, LLC

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Summit Planning Group, LLC

Mission statement:

To Make A Positive Impact In Our Client's Lives

Overview:

When you partner with Summit Planning Group, you are not just a client of an individual advisor, but of the entire firm. Each of our wealth advisors has extensive personal and professional experience, including the CERTIFIED FINANCIALPLANNER™ Practitioner designation, and is licensed to advise you on a wide range of investment and insurance solutions. All of our Associate Wealth Advisors have either obtained the CERTIFIED FINANCIAL PLANNER™ Practitioner designation or are currently enrolled with the CFP® Board.

We are a firm of caring, competent professionals, who take pride in our goal of helping you pursue financial independence. You have worked hard for your wealth. We are there to help you grow and preserve that wealth and guide you into and throughout retirement.

As one of the premier Financial Consulting firms in Northeast Wisconsin, our mission is to provide the best financial advisory services, resulting in our clients working toward their most important financial goal. We believe the way to help our clients reach their goals never lies in a product, but a process. We call this process Summit Care™.

We are passionate about continually providing a positive impact in our client’s lives. The Summit Care™ process was designed specifically to do that. It is a personal, comprehensive and ongoing view of a client’s entire financial life. Summit Care™ is focused on addressing personal and family financial goals, not outperforming an arbitrary benchmark. We believe the basis for achieving the “dream life” lies in: developing realistic goals; monitoring those goals and comparing the goals to actual results; and our clients should never take more risk than is required for the realization of these goals. Summit Care™ results in a personal investment strategy in which clients can always feel confident.

Summit Planning Group is almost unrivaled in high-touch client service. Because our Financial Consultants utilize a trading platform and other services from LPL Financial, we provide access to a full array of financial products and services to implement and make the plan a reality. These services are financial planning, investment management, retirement planning, college planning, risk management and estate planning. We will also look to provide other products or services based on ongoing innovations and the needs of our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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