439 E. Shore Drive,
We believe in using prudent investment strategies and offer you a wide range of financial planning and investment strategies. Our primary focus is always on you. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you.
Building long-term relationships is our priority at Summit Wealth Planning. We start the journey by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course to pursue financial success. As financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.
Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do. This is our purpose.