What’s Your Path?
Your Journey, Our Guidance
Most individuals have a broad vision of what they want to achieve in life. Even with a destination, visualizing the path can be difficult, especially when juggling research, teaching, publishing, or building a business. This uncertainty can often leave you asking, “What is my path?” Everyone's journey to financial planning is unique, and so are their finances and goals.
We provide tailored financial solutions based on personalized discussions with you to better understand your goals. Our services use a variety of financial technologies, including Nitrogen, Morningstar, MoneyGuidePro, FP Alpha, Income Labs and others, as well as Estate tools like Trusts, Donor Advised Funds, Employee Retirement Benefits, Health Savings Accounts, and more, to create a clear plan aimed at helping you make the most of your available benefits, both now and in the future.
The path we create is centered around you – your current circumstance, needs, and goals.
A Path for Every Starting Point
Summit Retirement Advisors offers clarity and direction for wherever you are on your professional journey, whether you’re building momentum, stepping back, or exploring what’s next.
Here to Help Whether You’re …
Optimizing Child Education Savings
Guidance to make the most of 529 plans and financial aid.
Structuring Investments for Your Career
Tailored strategies to your professional and personal needs.
Considering Your Legacy
Ensure assets are allocated to your wishes after you’re gone.
Navigating Employer Benefits
Gain insight and support on choosing and reviewing what’s offered.
Aligning Your Current Efforts
Explore ways to adjust your strategy and make the most of your retirement plan options and available contribution types.
Planning Financially for Sabbatical or Leave
Financially plan for a professional break.
Taking the Next Steps
Succession planning aimed at continuing your business growth.
Guiding and Supporting through Collaboration
When seeking financial guidance, it's about finding collaborative support that aligns with your responsibilities and decisions, no matter your assets or lifestyle. While your reasons for seeking help may be unique, the need for assistance and the common challenges of time, energy, and experience are shared by many.
Sometimes, your desires and expectations may not align with your current situation and reality. In these instances, asking for help becomes a partnership where you collaborate to find a solution or path, and in some cases, reach a compromise.
Unsure of Where to Start? That's Okay.
About The Summit Pathway Discussion
Our planning approach includes the Summit Pathway Discussion, which addresses financial ambiguity and the anxiety of managing the "big picture." We focus on your current situation and establishing a plan. Our team will research, strategize, design, and implement strategies for your current goals and available resources. Creating an action plan and equipping yourself doesn’t need to be a solo journey.
Guidance for These Questions and More
> How can I aim to lessen my retirement tax liabilities?
> How can I make the most of tax-deferred account contributions?
> How can I align my employer-provided benefits with my household needs?
> What are my health insurance, retirement, and other benefits options?
> How can I align my investment strategy with my financial goals?
> How could I strengthen my business's cash flow and reduce debt?
> What are the risks and rewards of passive income from rentals or franchises?
Ready to Start? Let’s Talk.
Don't let financial stress impact what you’re working towards now. Partner with us to help ensure your path is clear and achievable.