Our Process: The Foundation to Your Success

The first step to setting yourself up for a secure financial future is learning the aspects of creating a solid plan. Our clients typically start as students of our multi-step retirement planning course. The course includes classroom learning with general Q&A and a real-life application of the topics covered in the form of a consultation to review their personal financial plan. During the consultation, students are encouraged to review their income, expenses, goals and retirement objectives.


5 Easy Steps to Joining the Summit View Family
  1. Get an assessment of your current financial situation.
  2. Review the proposed plan and improvements.
  3. Implement the updated financial plan and strategy.
  4. Participate in periodic review meetings.
  5. Successfully navigate your financial plan today, tomorrow and throughout retirement.

Our Passion:  Getting You Ready for Retirement

For those saving for retirement, we help design an individually focused retirement plan that fits your lifestyle goals, values, and financial needs. For those who are retired or nearing retirement, we help create a sustainable income strategy. We examine all the assets you have worked hard to attain and recommend the best approach to make your money last throughout your retirement years while maintaining the lifestyle you expect.

The Important First Step: Taking Inventory

We appreciate that having a comprehensive understanding of your portfolio is key to making decisions that will produce beneficial outcomes. We will evaluate your entire financial situation and provide you with recommendations and options that are aimed at maximizing your returns and helping you reach your financial goals.

Innovation & Technological Sophistication

The application of leading edge technology is of utmost importance in fulfilling our primary role as your trusted advisor. Summit View’s open-architecture platform allows us to provide personalized, hands-on service, through our close collaboration with innovative, results-focused software systems. Our arsenal of innovative wealth tracking tools includes contact management and financial planning systems, multiple custodial services, investment analytics technologies, multi-source institutional investment research, data aggregation, online tracking, and performance-reporting systems. All of which are used to monitor your progress every step of the way. By capitalizing on the advantages of these sophisticated financial planning innovations, we deliver broader, speedier access to customized investment options to help you navigate the risks and rewards of wealth.