Summit Wealth Group Financial Advisors | CERTIFIED FINANCIAL PLANNER™

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Financial Guidance

Helping you navigate the path to a better, more secure future.

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Forbes Honors 3 Summit Wealth Group Financial Advisors

CEO Randy Morris, VP Dan Gilbertson and VP Ross Haycock have been recognized by Forbes magazine, ranking on its Best-In-State Wealth Advisors list for 2021!

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Your Journey to the Financial Mountaintop

Trying to navigate to the top of a mountain is challenging. It is even more challenging without a guide. Similarly, trying to navigate to financial contentment can be challenging and inefficient without help. Unless you have a degree in finance, it is not easy to find answers to questions like:

How much should I contribute to my 401k?
When can I retire?
How can I be sure I’m not spending more in taxes than I need to?
Can I afford a new home purchase?
When should I start withdrawing Social Security?
How should I invest wisely, without taking on too much risk?
What should I do with my recent inheritance?

What many don’t realize is that getting the answers wrong to questions like these can be catastrophic and set you back years.

Individuals, families, and business owners all face unique challenges and opportunities throughout their financial journey. Whether you are preparing for retirement, saving for college, going through a life transition, recently received an inheritance or sudden windfall, or you're simply looking to get on the fast track towards your financial goals, our personalized service focuses on your specific needs.

Over the course of 30+ years in the industry, we have seen it all, and have helped a countless number of people live a meaningful and purpose-driven life, made possible through diligent financial planning and investment management. Our team of financial advisors and planners is thorough in our initial meetings, so we can build a financial plan totally customized to you, your family or your business, and then help you make sense of it. Then, through an ongoing relationship, we keep in contact with you to help guide you through life’s most critical financial decisions that may arise. We look forward to helping you navigate the path to a better, more secure future!

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How Are We Different?

Planning-First Approach

We take financial planning to the next level. Financial planning is the most critical aspect of establishing and reaching financial contentment and, as such, we have dedicated an entire department to the process. We combine the industry's best software, with our team's decades of experience to help you make sense of it all. Our financial planning process involves several sets of eyes on your plan.

More thorough planning means more financial opportunities identified and less holes to minimize the risk of potential threats to your plan.

Flat Fees for Financial Planning

Unlike many wealth management firms, Summit doesn't require clients to have a certain amount of assets before offering our services. No matter where your financial starting point is, expect to receive highly personalized financial planning, specific to your situation. We offer various levels of financial plans with price points determined by complexity, so that way you are only paying for the level of planning directly applicable to your situation. Our financial plans are designed to be useful, practical, and thorough, so you can implement on day 1 and make the financial decisions you are facing with confidence.

Subject Matter Experts

Driving our company is the concept of providing an exceptional client experience and our team has been assembled with this in mind. We have more support staff for each advisor than most in our industry so we can offer better service to our clients. In addition, the specific knowledge each team member possesses spans throughout all areas of financial services including tax planning, insurance analysis, a financial planning team, and an in-house investment committee.

Our financial advisors have additional resources at their disposal which means they can offer better guidance, more thorough planning, identify any potential headwinds, and discover more specific opportunities for you to pursue.

Investment Options

We are an independent advisory firm, under independent broker-dealer, Commonwealth Financial Network. This partnership means you have access to a wide array of investment options and our advisors can offer them free from any conflict of interest or pressure from sales quotas.

Fiduciaries

We are not interested in selling you products, we are in the business of helping you achieve your desired lifestyle. To align our company vision and our client needs, each of our advisors are fiduciaries, which is a term meaning we have a legal obligation to act in your best interest.

Relationship Focused

We strive to address your needs of today, and for many years to come. We often find throughout the years our clients become some of our closest friends. Together we work through all of life's challenges and opportunities, helping you navigate it financially.

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Not Located Near a Summit Office?

We have clients located throughout the United States, and even in other countries. While we always enjoy meeting in person, we understand it is often not possible or convenient. Thanks to technology, we have the capability to use web-based video conferencing to meet with you from the comfort of your own home!

Benefits of meeting with a Summit Financial Advisor remotely:

Time: Save travel time and costs
Convenience: Conference multiple people from any location into the same call (spouse, kids, parents)
Service: Take full advantage of the services Summit offers from anywhere in the country
Security: Share confidential information securely through our secured portals
Relationship: Experience the relationship and trust-building process with your advisor through face-to-face interaction

About Summit Wealth Group

For Individuals and Families

Every day, people face really tough decisions when it comes to their finances:

How should I allocate investments in my 401(k) in a way that's right for me?
When do I know if I've saved enough for retirement?
Should I use extra dollars to pay off debt or save more in a retirement fund?
How can I manage the cost of college for my children?
What should I do with a recent inheritance or sudden windfall?

These are questions that you will find a wide range of answers to on Google and the reason is because there isn't a one-size-fits-all answer. Finding the correct answer for you means accounting for a variety of individualized factors.

Without proper guidance to questions like these, it can be easy to feel lost and confused about how to manage your money. This is frustrating and could even lead to you leaving a lot of money on the table if you are unsure what steps to take.

Summit Wealth Group exists to help our clients navigate through the critical financial decisions they might face throughout life with confidence. Through carefully constructed, highly customized financial planning, we are the financial advisors you have a direct line to, always available to help you make the best financial decisions for you and your family.

Our team of financial advisors and planners, including our staff who hold the CERTIFIED FINANCIAL PLANNER^TM (CFP®) designation, exists so you can receive the level of care and attention of a neighborhood family financial advisor, but with the resources of a large firm.

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For Business Owners

Our business owner clients come from a variety of industries and backgrounds, they are in various stages of their business growth and have different sets of goals in mind. One thing all of our business owner clients have in common? They wear a lot of hats. At Summit, we take on many of the responsibilities one might delegate to a Chief Financial Officer so you have one less hat you are required to wear. Watch the following video to find out more:

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Additional Resources

Blog

The Summit blog is updated regularly, providing you with valuable, relevant content to apply to your financial journey.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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Your Journey to the Summit Begins Here

If you are new to Summit, we would love the chance to meet with you. During this complementary, introductory phone call, you will have the chance to talk with a financial advisor to discuss what you are passionate about, what your goals are and how you would like to see your money work for you. From there, we can establish how our services will add value to your journey.

Spending 20 - 30 minutes with us will provide clarity on your journey and you will leave the conversation feeling enlightened and motivated when you understand what financial contentment looks like for you, and how you can achieve it.

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