Here are a few resources to help ease your journey. However, please don’t hesitate to contact your advisor for whatever you need. That’s what Summit is here for.
Investment Presentation
College Planning Checklist
PBS Frontline: The Retirement Gamble
Ensuring Your Assets Are Safe
Video: How to Upload Documents to your Summit Portal
Account Custodian Access:
Charles Schwab & Co. Login
Fidelity Investment Login
For our Wealth Management clients:
Personal and Family Information
Cash Flow Worksheet
Data Gathering Checklist
Instructions In The Event Of Incapacity
For our Investment Advisory clients:
Personal and Family Information
Instructions in the Event of Incapacity