Our Process

Our Process and Wealth Management at Summit Planning Group near Syracuse NY image of business meeting

  • Perspective - Understanding the macroeconomic view of the world around us and its impact on investments.
  • Discovery - Learning your personal, professional and financial life goals.
  • Design - Creating a financial plan that provides the optimal mix of assets and income, tailored to fit to your needs and the economic climate.
  • Implementation - Putting your new plan into place, and coordinating it with any existing retirement plans, estate plans, long-term care plans, tax planning strategies, and income needs into a well-rounded, comprehensive wealth plan.
  • Active Management - Daily reviews of your investments, with strategic adjustments made as macroeconomic conditions change.

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