We offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals.
Our prospective clients often approach us with the following questions:
• Am I saving enough?
• When can I retire?
• How do I transition from accumulation to distribution?
• Are my assets properly aligned for my risk tolerance? Are they working as hard to accomplish my goals as they should be?
• My financial life has become too complicated. How can I make it easier?
• Can I afford to send my children to college?
• How can I transition my business?
• Is my family properly protected against an unexpected loss of income?
At Summit Financial Advisors, we understand these challenges and can offer targeted strategies to help address your goals. We value strong relationships built on an in-depth knowledge of our clients’ financial situation, focusing on their short and long-term goals and objectives. Our independence and ability to offer unbiased advice uniquely positions us to be our client’s primary advisor, working as a liaison with other professionals in your life to accomplish your goals.
Our ability to build trust and long-lasting relationships with our clients is the cornerstone of Summit Financial Advisors. Through our time-tested process, our advisors and licensed staff are able to handle all of your servicing needs. Backed by the strength of LPL Financial, the largest independent broker/dealer in the nation*, along with the expertise of our network of specialists from Level Four Advisory Services, we strive to guide your financial journey from base to summit.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.