At Summit Financial Advisors your financial well-being is our goal. Our services are designed to provide you with answers to your financial questions, solutions to your financial challenges and guidance so you can achieve financial security. Topics on which we most commonly provide advice on are:

  • Goal setting
  • Prioritization
  • Asset allocation
  • Tax planning
  • Retirement planning
  • Estate planning
  • Budgeting and cash flow
  • Education funding strategies
  • Financial check-ups
  • Buying a primary home or other property
  • IRAs and tax deferred employee plans
  • Maximizing employee benefits

We offer three levels of service:

1. Fixed Fee Financial Planning
We will provide a written financial plan with recommendations and solutions to your financial concerns. The fee for this service will be quoted to you in advance and determined based on the complexity of your financial situation. You will be responsible for the implementation and monitoring of the plan.

2. Retainer Financial Planning and Investment Consulting
As an Annual Retainer Program client you will receive a written financial plan, detailed investment recommendations, assistance with implementing these recommendations and periodic reviews of your financial plan and investments. Your yearly retainer fee will be quoted to you in advance and determined based on the complexity of your financial situation. This service is ideal for clients who want us to assist them in putting our suggestions and advice into action.

Summit Financial Advisors LLC differs from other financial planners in that we do not manage investments, therefore our firm does not bill for expensive asset-under-management fees. We design detailed investment plans for your assets and partner with you so you can manage your own investments. We will periodically review your portfolios and make recommendations for rebalancing or investing new money. You will retain full control of your assets and your investment decisions.

3. Hourly consulting
For clients who need advise on just a few key issues or just need a second opinion.


Click here to schedule a FREE consultation with a Summit Financial Advisor