Comprehensive Financial Planning
Building a Plan for Your Financial Future
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At Summit Financial Advisors, we understand that financial planning is more than just numbers; it's about working towards your dreams, staying on top of your present, and preparing for the future you want. Our comprehensive financial planning services are designed to guide you through a three-phase approach, seeking to ensure every aspect of your financial life is thoughtfully considered.
Our Three-Step Approach to Planning
Understand You
We start by getting to know you. Together, we’ll explore your personal and professional aspirations, as well as your financial goals. This step allows us to fully understand your unique situation so we can provide strategies that align with what’s most important to you.
Tailored Recommendations
Using the information we gather, my team and I will thoughtfully analyze your situation and develop personalized strategies to help you pursue your goals. We prioritize clarity and simplicity so that our recommendations are easy to understand and practical to follow.
Put the Plan into Action
Once you’re ready, we’ll work together to put your plan into motion. We’ll help you take the steps needed to move forward with confidence and make meaningful progress toward your goals.
Areas of Planning
Financial Planning
We help you create a comprehensive roadmap to pursue your financial goals, addressing every aspect of your financial life with a personalized approach.
Retirement Planning
Whether you’re preparing for retirement or managing income during retirement, we’ll guide you in creating a strategy to help seek to ensure your savings last and support your lifestyle goals.
Estate Planning
We collaborate with you and your estate planning professionals to help structure your legacy, ensuring your wishes are honored while preserving what matters most to you.
Tax Planning
We consider the tax implications of your financial decisions and strategies, helping you better position your resources while staying aligned with your long-term objectives.
Education Planning
We provide guidance for saving and funding education costs, including strategies for managing student loans, to help support your family’s educational aspirations.
Insurance
From life and disability insurance to long-term care and property coverage, we’ll help you identify and address potential risks to safeguard your financial well-being.
Financial Planning Packages
Core Plan
Get organized and set a course for your financial future
Goal Development
Budget, Debt, & Savings Review
Basic Portfolio Review
Asset Allocation Analysis
Insurance Needs Analysis
Basic Retirement Outlook & Optimization
Analysis & Stress Test
Basic Estate Plan Review
Initial Plan: Complementary*
1-Month Engagement
Comprehensive Plan
A comprehensive approach to fully evaluate and prioritize your finances
Core+
Advanced Retirement Outlook & Optimization
RMDs & Withdrawal Strategies
Social Security & Medicare Planning
Advanced Portfolio Review
Asset & Tax Allocation Analysis
Holdings & Concentration Analysis
Stock Plans
Estate & Philanthropy Analysis
Tax Analysis, Estimates, and Strategies
Federal Income & Estate Tax
Student Loan Repayment Analysis
Large Purchases & Financing
Small Business Planning
Initial Plan: $1,000*
13-Month Engagement
* Pricing as of 01/01/2025 and subject to change.
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