Financial Services

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Tax Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Money Management

Lifestyle inflation and “keeping up with the Jones” can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

One of the keys to a sound financial strategy is spending less than you take in and finding a way to put your excess income to work. Our approach to money management involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

At Summit Wealth Strategies, we use Market Guard®, a proprietary investment methodology that helps signal when to hold, sell, and reenter the markets. Discover the Market Guard® difference by clicking below.

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Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Investing should be easy — just buy low and sell high, right? But most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

We’ll walk through the investments that make sense for your goals and portfolio and show our five smart investing principles designed to work toward those goals.

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Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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Retirement Solutions

Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.

When you meet with us, we’ll ask a number of questions and concerns that need to be addressed to help you better prepare for retirement living. From there, we’ll help create a portfolio created with your long-term objectives in mind that is crucial as you pursue your dream retirement.

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Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Retirement Planning

Take the next step in your retirement journey with Summit Wealth Strategies. Fill out the form below to
book your complimentary portfolio review with us.

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