We often find that our clients have been spending too much on insurance, even though their coverage is incomplete. Our review will include an assessment of your current coverage and offer suggestions for improved cost-effective protection.
The Summit Difference for Wealth Management
Once you decide to become a Summit Planning Group client, we will work with you, tailoring your investments to your needs while working to ensure that they are also appropriate within bigger scope of the world economy. Our managed accounts are monitored on a daily basis, in an effort to ensure that your portfolio is adjusted as economic conditions change. No "buy and hold" - your portfolio is designed to be reflective of your goals AND in sync with the "big picture."