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Our Process

Summit Financial Solutions uses a holistic approach to understand your needs and provides customized solutions to meet your goals and objectives. We look at five main areas of financial planning and focus on the topics that are of greatest importance to you:

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Protection Planning

Investment Committee

Our investment process includes an Investment Committee of experience financial advisors with a diverse set of backgrounds that develops dynamic portfolios. By blending multiple outlooks into a single investment thesis through a structured decision-making process, the Investment Committee offers allocations backed by thorough research and evaluation. This process is the foundation of a comprehensive investment plan.