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Wealth is the ability to fully experience life. Henry David Thoreau

Understanding Today's Financial Environment

Embarking on the road to financial success can naturally evoke feelings of uncertainty or apprehension. You may know where you want to land, but you don’t know where to start. At Summit Advisory, our step-by-step process is designed to guide you on your path to financial wellness in the most holistic way possible. From the first step to the last, you can be assured every move we make together will be calculated in your very best interests.

Helpful Information for our Clients

Client Centered Planning Process

Helping you to achieve peace-of-mind is our first priority. We want to learn more about your situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success clients.

Find out more about our process...

We Are Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our values

We work with Business Owners to plan for transition requirements - expected and unexpected. Learn more about Buy-Sell agreements as one effective measure...

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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We can develop Retirement Planning Strategies based on your current life stage and goals. You might enjoy this video...

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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