Summit Planning Group LLC Information

An independent organization, Summit develops financial plans customized to each client's particular circumstances. Our plans recommend no proprietary products. Our fee-for-service structure enhances objectivity. We can also help them sort through the universe of specific investment and insurance vehicles that we believe meet their needs. Summit's recognized wealth management experience provides our clients on-going guidance for the accumulation and preservation of their investment assets. Our clients appreciate our independence. They take comfort in the fact that we, as entrepreneurs, relate to their circumstances. We are committed to developing long-term relationships, educating them in the relevant aspects of financial planning. Implementation of the plan is critical, because without it, the client derives no benefit. Many of our clients have trusted long-term relationships with other advisors. Our work is designed to organize, supplement and coordinate the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial plan and put them together by using a cross-disciplinary approach to assessing your needs and pursuing your objectives. Market fluctuations, expanding and contracting tax and pension laws, ever-changing economic news and a staggering proliferation of financial products can lead to confusion and indecision. We pride ourselves on our ability to understand our clients and communicate complex ideas in a straightforward, simple format. Because we deliver advice in this way, many of our new clients come to us via referrals from existing clients.