Wealth Management Services

At Summit Wealth Advisors, our professionals provide assistance in the following areas:

  • Financial Planning offered through LPL Financial, a registered investment advisor 
  • Establishing and defining goals
  • Gathering client data
  • Analyzing and evaluating your financial status
  • Designing a customized financial plan
  • Implementing the financial plan recommendations
  • Monitoring and reviewing the financial plan

Investment Services offered through LPL Financial

  • Brokerage Accounts
  • Traditional IRAs and Roth IRAs
  • SEP, SIMPLE & 401(k) Plans
  • Variable Annuities
  • Asset Allocation
  • Alternative investment strategies
  • Reviewing an existing investment portfolio

Retirement

  • Projecting an earlier or later retirement
  • Assessing adequate retirement income
  • 401(k), 403(b) or 457 Plan Distribution Strategies/Options
  • Managing your traditional IRA and/or Roth IRA
  • Managing pension distributions
  • Providing for medical or long-term care costs
  • Planning for loans, grants and financial aid

Insurance/Protection

  • Term and permanent life products
  • Providing for dependents in case of death
  • Protecting your ability to pay your mortgage
  • Review of your beneficiary designations
  • Transfer on Death agreements
  • Addressing long-term care concerns

Education Funding Strategies offered through LPL Financial

  • 529 Plans, Coverdell IRAs, UGMA accounts
  • Comparing the various types of education accounts
  • Establishing and funding education accounts
  • Projecting future education costs
  • Gifting and multi-generational planning

 

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