Your Life

Your Vision

Your Plan

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Summit Wealth Group Creates Peace of Mind by Improving Our Clients Financial Well-Being and Lives through Sustainable Accumulation and Distribution Strategies that Inspire Them to Live Their Best Possible Life.

 
 

What We Do

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We create Vision based Financial Life Plans using sustainable accumulation and distribution strategies and we monitor them in accordance with the success of your plan.

 
 

How we Do IT

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We help you create and develop a personal Vision Statement unique to your life.  Your Vision is the foundation of your Financial Life Plan that helps guide your decisions.

 
 

Why We Do IT

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A meaningful Financial Life Plan inspires you to live your best possible life.

 

Our process focuses on your personal Vision, Values and Goals from beginning to end.  As a Fiduciary, we work to understand your issues and challenges in order to gain clarity.  This clarity leads to decisions that are right for you.  Together, we implement these ideas and continually review and monitor them which leads to confidence and trust.