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| Summit Wealth Group, LLC |
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Profile:
HOW WE WORK
I. DISCOVERY
What are your life goals? That is the most important question, because it determines everything else. We’ll help you challenge your assumptions by looking beyond your immediate financial concerns. Then we’ll help you define your vision and work with you to make it happen.
2. ASSESSMENT
If no one’s ever asked you the right questions, how do you know you have the right answers? We’ll look at your life in a way that no one has before, to determine what needs to be done to achieve your new vision. If there is anything standing in the way, we’ll help you address it. You’ll have complete clarity about your risks and opportunities.
3. OPTIONS
Once your vision is clear, there are more ways to achieve your goals than you may imagine. We’ll show you numerous scenarios on how you can achieve your most significant objectives, present and future.
4. IMPLEMENTATIONS
Here’s where your vision becomes real. Following a path of your desired options, we get to work in a disciplined and responsible environment, always ensuring that the elements of your program remain consistent with your life goals.
5. MANAGING CHANGE
When change happens—and we know it will—we are right there for you. Prepared to help with the unexpected and ready to recommend options for adjusting your program, we work with you to ensure that your path continually supports the way you want to live.
OUR PRIORITIES
The majority of people we meet start with one thing on their mind – investments. That’s why when you engage our services, you may be surprised to learn that it’s usually the last thing we talk about. Our first priority is establishing a relationship of mutual trust. Through an open and honest dialogue, we arrive at a clear picture of your goals and aspirations- for your Self, your Family, and your Community.
We want to do what is best for you. We are not obliged to push any singular financial solution. We have an open architecture that enables us to implement the best possible ways to leverage your wealth so that it not only sustains you, but also elevates you.
WHERE WE EXCEL
1. ACCUMULATION STRATEGIES
For people not yet retired who are intent on building an asset base. We have CPA strength and research strength to put together an innovative plan modeled on your risk profile, whether through your retirement accounts, or non retirement accounts using a tax managed solution, if appropriate.
2. ASSET ALLOCATION
For individuals who want their asset base to stay in tune with changing markets and to work as hard as possible on their behalf, we take a customized approach to diversification strategies because of our open access to investment vehicles that fit each situation.
3. DISTRIBUTION
For retirees who desire a control system for the withdrawal of assets over their lifetime to enjoy. This is the area of our main concentration. We answer the questions: How to withdraw? Which assets? When to withdraw? The distribution of assets in retirement necessitates a well-crafted plan.
4. DIVORCE
For those individuals who have begun divorce proceedings to ensure that distributions are indeed fair and equitable. The divorce environment is changing. People going through divorce want more options. We are able to provide creative solutions to your problems. We can explain all aspects of the pending decision and help empower you to make educated decisions and provide you with a thorough knowledge and understanding of the often-complicated choices. We will help you understand both the short term and the long-term impact of any proposed settlement. |
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Overview:
At Summit Wealth Group we help you identify your true goals, then adjust your financial footing to support what you want out of life. We get to know you, developing plans as unique as you are.
Working closely with you to enrich your life is what makes us different. That’s why our clients continue to look to us for ideas and strategies that help them refine their vision and support their goals for life.
Our Values
Integrity Honesty, Fairness, and Ethics are the foundation of our culture.
Commitment Making a difference to our community through Quality, Excellence, and Service.
Flexibility Offering solutions based on being Open-Minded, Resourceful, and Committed to Win-Win.
Kindness In all things, Consideration and Compassion with human touch guide our decisions. |
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