Get Started in 3 Easy Steps:
Using the Summit Wealth Designs plan, we’ll examine your current financial situation and help you determine your retirement needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
Why your taxes might not decrease in retirement
How "buckets" can help illustrate the impact of taxes on varying assets
What required minimum distributions could mean for your tax bracket
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
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Get to Know Our Team
It is our mission to help individuals and families achieve their ideal retirements.
Meet Our Founder
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
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Services We Offer
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
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The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.