At Summit Wealth Strategies, we operate with a four-peak process
of planning your retirement income.
We help clarify the most efficient way to create income for retirement based on your goals, current portfolio, and risk tolerance. No two people are alike, nor will their sources of income be in retirement.
We want to grow, yet protect your assets as you are approaching or are in distribution years. There needs to be a different mindset when you are in distribution years.
If there is a long-term care event, the costs of that event could negatively impact your financial stability. We are here to help you strategically plan for potential costs of regular care throughout your lifetime.
No matter where you are in your retirement planning process, it’s important to consider how any assets will be passed along to your beneficiaries. Whether it’s aiming to provide the highest potential rate of return, minimizing risk, or lowering your taxation rates, we are here to help ensure your financial goals benefit the people and causes you care about.
Problems/concerns we address:
At Summit Wealth Strategies, we offer a wide variety of financial planning and retirement services. Click below to see our full list of offerings.
Take the next step in your retirement journey with Summit Wealth Strategies. Fill out the form below to
book your Portfolio X-Ray and Retirement Peak Income Plan.