Why Choose Summit Wealth Advisors?
Integrity
We strive to act in your best interest and only recommend products and services based on your particular objectives, experience, preference and other considerations unique to you.
Efficiency
We take a fact-driven approach to help ensure your assets are working efficiently together and not just as individual pieces.
Results
Our goal is to have a significant and lasting impact. Whether it’s our comprehensive consulting or specific products, we make sure the results are noticeable and effective.
MONEY MYTHS
4% RULE
To ensure an average 65-year-old couple won’t run out of money before age 100, they should only pull 1.9-2.8% of their investments. Source
CASH IS KING
Cash is inefficient but makes you feel safe. The value of cash erodes over time due to inflation. This problem is more apparent in a low-interest-rate environment.
DEBT IS BAD
Not all debt is bad. Leveraging credit and assets can put you in a better financial situation if planned out and managed responsibly.
YOUR PATH
You can choose the most appropriate type of relationship for your unique situation. Sometimes simple is better and other times, a more complex team is needed to manage all of your assets and financial goals.
FOUNDATIONAL STRATEGY
Sometimes all you need is a specific product or service to round out your already-in-place plan. The cost of a comprehensive plan does not make sense in these situations, and we take an unbiased approach to find the best fit for you.
WEALTH BASIC
Designed for clients who want a flat fee financial plan. As your financial advisor, we operate under a fiduciary standard, giving you straightforward guidance to help get your entire financial life in order.
WEALTH ELITE
Our WEALTH ELITE process is everything from WEALTH BASIC but for a more complex client. We incorporate coordinating with your other advisors such as CPAs and estate attorneys to build a comprehensive financial plan. WEALTH ELITE brings everything together under one clear path and gives you ongoing access to our team and partners year after year.