At Summit Planning Group, we believe that the first step in creating a successful financial plan is a comprehensive financial review. We'll discuss where you are now, as well as upcoming life changes and your retirement goals. With an analytical eye, we'll review your existing portfolio, looking for areas of high risk and potential ways to improve your portfolio to give you the best chance of achieving your dreams. We will point out ways to improve your portfolio diversification, reduce your tax bill and protect you from the unexpected. Life insurance needs, retirement plans, IRAs, anticipated retirement income and cash flow are all areas that will be reviewed with the goal of making your money work most effectively for you.
Additionally, we also look to the long term and review your estate plans to help you determine if you've done all you can to limit probate expenses and provide for a timely and cost-effective transfer of your assets when the time comes.
A Comprehensive List of Our Services Includes:
- Retirement planning
- Income planning
- Estate planning
- Tax planning strategies
- Long-term care planning
- Education planning
- Monthly account statements
- On-line account access
- Periodic portfolio reviews
- Portfolio analysis and optimization
- 401k / 403b asset allocation