We’ve Got You Covered
Comprehensive Suite of Financial Services
Understanding your life, goals and dreams in a profound way ensures that our process is driven by planning, rather than being tied to external financial considerations. We begin with the financial plan and identify strategies and solutions that meet your objectives — not the other way around. For every recommendation, we perform exacting due diligence using analytical tools to help ensure each vehicle does exactly what we need it to do for you. We strive to coordinate your financial affairs, monitor important issues relating to your finances and protect your financial strategy with an open culture of disclosure.
Where We Begin: Assessment
It’s not just about your money, it’s about your life. Summit View Wealth Management professionals understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, our team can help you get the right information so you can make the best decisions for your financial future. Here’s what’s included in your free assessment:
- Clearly define your financial and retirement plans, goals, and objectives
- Strategies to minimize taxes
- Assess portfolio for alignment of financial goals with investments
- Create realistic expectations
