By leveraging tax and financial advisory experience, the representatives at Summit Wealth Advisors will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens.
Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. Accordingly, the investment strategy you once had may no longer be appropriate or adequate. As life and goals change, your investment strategy may need to change. The Financial Professionals at Summit Wealth Advisors will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.
Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. The Financial Professionals at Summit Wealth Advisors will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles, with the goal of making sure your income is sustained during the time when you reward yourself for years of hard work.
Considering that education costs increase yearly, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.
Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
Asset and income protection include strategies to shield existing and future assets from potential loss due to a possible disability. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.
Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Summit Capital Advisors offers comprehensive support for complex business planning needs.
Living with debt may not only cause stress, but may prevent you from living the life you want. The representatives at Summit Wealth Advisors offers effective credit management advice and solutions to help you move past the debt you have and prepare for major purchases and unexpected costs in the future.
Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. The Financial Professionals at Summit Wealth Advisors will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.
Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. The representatives at Summit Wealth Advisors will guide you through these situations to make sure you are prepared.
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