Clarity and confidence in uncertain times.
If you’re overwhelmed or just unsure how to handle finances on top of the stresses of a big life transition, you are not alone. At Summit our team helps navigate clients through those uncertainties with honest, step-by-step guidance and a pledge to never push clients (as so many other financial advisors do) into uneasy check-signings or uncomfortable investments.
Financial Services to meet you wherever you are in your transition
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| Summit Base Camp | Summit Transition Planning | Staying on Course to the Summit Planning |
| Free resources and educational opportunities that cover financial topics important to know about during your transition | Step-by-step plans that look at all aspects of your finances to help you meet your financial goals and decide what comes next | Ongoing financial planning to keep you and your finances on track for a secure financial future long term |