Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a result, our team approach to problem solving often uncovers hidden opportunities that allow our clients to save money, analyze different goals, and creatively work together in order to ensure that each client is more than a ‘canned financial plan’ that is impersonal and insensitive to what really matters – YOU! Unlike the larger firms who simply sell proprietary products for a large commission, Summit Wealth Design will actually present you multiple investment options and allow YOU to choose what fits best. We are not swayed by commissions or fees.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.