Our Services
Financial confidence starts with a simple path.
1. Start with a no-pressure conversation.
We want to know your story so we can start preparing for the journey.
2. Get a personalized plan.
Routes should be built to evolve with your life's climb.
3. Execute with confidence.
A plan is only as good as its execution and we're here from base camp to summit.
We offer two service levels:
1. Comprehensive
Planning
- Fee-Based Financial Plan
- Unbiased advice with a financial plan tailored to your goals
- Allows flexibility to keep your financial strategy aligned with your changing life circumstances
- Investment management advice
- Tax efficiency strategies
- Financial Inventory
We gather the full picture of where you stand financially so we can best advise you of what to do next. As we work together, your financial inventory gets updated. Whether you're an organized pro or need a little boost in that department, taking stock of where you are helps us get you to where you want to be.
- Investment Management
We conduct an analysis of your current and potential investments to make sure they align with your financial goals, personal risk tolerance, and long-term plans. We meet you wherever you are in your understanding.
- Smart Tax Strategies
Getting a good grip on taxes requires a proactive approach. We incorporate tax strategies to help you keep more of what you earn through smart planning around income, investments, and wealth transfers.
- Cash Flow & Income Planning
We use a wealth building system that optimizes how money flows in and out of your life, helping you save and grow wealth while still enjoying life today.
- Retirement Planning
A personalized roadmap to help you retire comfortably, with strategies for income, savings, and investments that support your lifestyle.
- Risk Analysis & Insurance Planning
A review of strategic solutions to protect your income and wealth.
- Goal Based Planning
We help you with strategies to fund life goals such as college for your kids, buying real estate, or making a major life change.
- Business Succession & Exit Planning
Guidance for business owners on transitioning ownership, selling, or ensuring long-term continuity with strategies to protect both personal and business wealth.
- Wealth Transfer Planning
A plan to ensure your assets are protected and passed on smoothly to your loved ones, while minimizing tax burdens and taking gift considerations and special needs like charitable giving into account.
2. Investment Only
Management
- Customized investment strategies tailored to
your goals and risk tolerance, simplifying
decision-making. - Your investments are adjusted to reflect changes
in the market, helping you stay on track even when
the economy shifts. - * For Investment Only service, a $500,000
minimum investment applies.
- Investment Management
We conduct an analysis of your current and potential investments to make sure they align with your financial goals, personal risk tolerance, and long-term plans. We meet you wherever you are in your understanding.
- Smart Tax Strategies
Getting a good grip on taxes requires a proactive approach. We incorporate tax strategies to help you keep more of what you earn through smart planning around income, investments, and wealth transfers.
Rewrite your future with SummitOne® Partners.
Take the Financial Altitude Assessment to secure your footing today.