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Financial Planning
Summit Wealth Advisors works with individuals and businesses to guide them in making budgetary, savings, and investment decisions in regards to their Qualified and Non-Qualified retirement assets. We talk with clients to discuss short-term and long-term financial goals and cater each specific plan to meet the suitability of the client.
With the help of financial planning software, we are able to compare varying strategies and map those strategies into your future retirement. Working closely with legal and tax professionals, we use a wholistic approach to make sure all plans are thought out, analyzed, monitored, and executed with the client’s best interest in mind. Our goal is to provide complete transparency in your path towards retirement through education and consistent contact.