We are a full service firm that offers clients guidance in a variety of areas:
Retirement Planning - Design an investment strategy to help you achieve your retirement goals.
Estate Planning - Working closely with your Estate Planning Attorney helps us to guide you towards preservation of wealth from generation to generation.
Investment Portfolio Analysis - To review, monitor and adjust how your investments are performing, determine your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
College Planning - Long term planning to ensure you're ready when your children are.
Tax Planning - Working closely with your tax advisor to help you stay the course by using tax strategies that are specific to your financial situation. Looking for ways to help reduce your current and future tax burden.
Fee-based Asset Management - Monitoring, re-allocation and balancing portfolios, strategic placement of assets to help achieve financial goals.
Risk Management - Reviewing existing insurance policies. Finding the best policy for your situation. Family protection and long term care.
Summit Brokerage Services, Inc., and its affiliates do not give tax or legal advice. You should consult and experienced professional regarding the tax consequences of a specific transaction.