Choosing a financial advisor may be one of the most important decisions you make for yourself and your family. The financial goals of individuals and businesses vary broadly from person to person, but they all boil down to one thing: securing the life you want for yourself and your family.
Summit Financial Advisors, Inc. understands this and provides families and businesses with creative solutions to help them achieve financial security. We have built relationships founded on integrity and trust. Through customized plans, we assist our clients in creating, preserving and distributing wealth.
We have the expertise and the tools to help you make the most of your life.
Financial Planning Services:
- Estate Analysis Service
A thorough analysis of your estate includes probable taxes and other costs.
- Lifetime Income Protection
For individuals or businesses, we can assess and coordinate sources of income to help you meet your needs in the event of death or disability.
- Investment Products and Services
Investment products and services are available to address education, retirement or any other financial need. We will advise you how to take advantage of tax favored investment products.
- Policy Evaluation and Analysis
Our experts will evaluate and coordinate your personal, life, disability and group health coverage to ensure the best possible performance.
- Executive Compensation Plans
For business owners and executives, we offer tax-favored solutions for conserving personal assets while building net worth. These flexible, non-qualified, supplemental plans can enhance your basic benefit package for shareholders or key employees.
- Qualified Retirement Plans
We offer assistance in plan design, implementation and administration of pension, profit sharing and 401(k) plans.
- Business Continuation Planning
We offer recommendations for preserving a business in the event of death, disability or retirement.
- Insurance Brokerage Services
Through alliances with major group life, disability and health insurance carriers, we provide coverage to suit your particular corporate needs.
- Coordination of Group and Individual Employee Benefits
We can coordinate with your existing benefit package or create a customized package for your employees utilizing our employee benefits in-house experts.
For more information please contact:
Michael E. Baker, CPA, CFP ®
mbaker@dentbaker.com