Estate Planning Services
We take the time to truly understand our clients' needs and their financial situations through an extensive one-on-one consultation and diligent review of personal financial data. We use our expertise to help our clients make informed decisions based on their unique situation and financial goals by delivering a customized set of recommendations and alternatives.
Once a client has met with a member of the Summit Wealth Advisors team and specific goals are determined we begin to formulate a plan using proprietary computer modeling and analysis to determine the appropriate steps to help achieve those goals. The plan is then reviewed by the client and Summit Wealth Advisors works with the client to implement it. We have longstanding relationships with the leading providers of insurance and investment products through our broker-dealer Cambridge Investment Research.