Our Services
We strive to:
- Help clients formulate their own financial objectives.
- Design and execute cost-effective and tax-efficient portfolio strategies.
- Provide advice on important financial and wealth preservation issues, including:
| Retirement Planning |
Estate Planning |
Tax Planning1 |
Insurance |
| Wealth Management |
Trust Management |
College Funding |
Philanthropy |
- Develop, monitor, and update a comprehensive plan that integrates these issues with the investment strategy, with the goal of achieving financial and other objectives.
- Coordinate planning and management with legal and tax counsel. Identify future needs for other specialized expertise. Ensure the timely flow of information to these experts.
- Discuss the principles underlying the portfolio strategy and the reasons for changes when they are made. We encourage client participation in the investment and planning process. We monitor portfolios continuously and report on performance quarterly.
- Maintain close relationships with clients and strive to provide a high level of service. Our work is tailored to the specific needs of each client, paying careful attention to each client's goals, preferences and need for information. We help clients to become informed consumers of our services.
| FINANCIAL SERVICES* |
FINANCIAL SOLUTIONS* |
BUSINESS SERVICES |
| Comprehensive Financial Planning |
Seperately Managed Accounts |
Exit Planning for Business Owners |
| Retirement Planning |
Stocks, Bonds, REITS |
Benefits Planning |
| Estate Planning |
Mutual Funds |
Buy/Sell Agreement Funding |
| Charitable Legacy Planning |
Annuities |
401K, Pension Plans |
| Education Funding |
IRA's, TSAs |
Profit Sharing Plans |
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Life and Disability Insurance |
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Long Term Care Insurance |
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1Summit Financial Group, LLC nor Securian Financial Services, Inc. provide specific tax advice. Specific tax advice and legal consequences should be verified by your tax advisor and legal counsel.
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