As your partner in sound decisions, we work with you to understand your unique situation. We take the time to learn everything about your financial goals and history and build a comprehensive, dynamic plan. Your long-term plan will not be put on the shelf, but continue to evolve.
Differentiating Services
Typically, we meet six times during our first year together and then quarterly each year thereafter.
Your first-year schedule for Wealth Management Services will look like this.
| Inception |
Data Gathering |
| Month 1 |
Data Verification and Cash Flow Review |
| Month 2 |
Retirement Planning and Introduction to Investments |
| Month 3 |
Investment Recommendations |
| Month 6 |
Estate Planning |
| Month 9 |
Insurance Needs and Policy Review |
After the first year, clients meet with us quarterly to review investments and revisit all planning topics. Other wealth management services are available as needed.
Summit also offers independent Investment Advisory Services if your circumstances don't require full wealth management services. Your first year schedule for investment advisory services will look like this:
| Inception |
Data Gathering and Introduction to Investments |
| Month 1 |
Investment Recommendations |
| Month 6 |
Semi-annual Investment Review |
| Month 9 |
Quarterly Investment Reports |
| Month 12 |
Semi-annual Investment Review |
After the first year, clients meet with us semi-annually to review investments and also receive quarterly investment reports.
Summit Fee Structure
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