If you are a business owner, you have come to the right place. With both accountants and Certified Financial Planners on staff, we are unique in our ability to offer a wide range of services to business owners.
One of the most important questions any business owner can ask is: how can I better position my business for growth? We believe one of the best ways to do this is to have a financial professional on your side who is not only competent in offering solid financial advice personally, but who is also your biggest advocate professionally. Our business owner clients find great value in having someone who understands the challenges and opportunities they face, and can successfully help them navigate that winding path, while also taking time to celebrate their successes along the way. We invite you to experience "The Summit Difference!"
Have your tax planning strategies fully integrate with your long term business and personal financial plan.
Fully analyze your business’ financial relationship with your individual wealth planning.
Receive independent, completely customized financial guidance every step of the way.
If you are considering offering a 401(k), SEP, 403(b), defined benefit pension plan, SIMPLE plan or something else to your employees, we work with you, as the business owner, to help design and construct a plan that is custom-tailored to best benefit you and your employees. Our advisors consider your overall financial strategy, while also consulting with our CPAs on staff when necessary, to ensure it is the most tax efficient plan for your business.
Specifically, we answer these questions:
After establishing your plan design, we can manage your company's retirement plan on an ongoing basis.
At Summit, because we have both a wealth management firm and a tax and accounting practice, we are positioned to give business owners a leg up. We have the ability to offer something very unique in our industry -- financial and business planning from all angles. Check out the following video for more information.
Business Retirement Plan Advisory
Business Financial Planning
Business Tax and Accounting
Personal Financial Services
Our team consists of financial planners, advisors, accountants, CPAs, CERTIFIED FINANCIAL PLANNERS™, tax experts, administrative professionals and bookkeepers all working together to benefit you.
Our service-based approach to financial services is the reason why so many have decided to place their trust in us. We are focused on providing you with an exceptional client experience.
We will help you and your business navigate the path to a better, more secure future, with an unwavering commitment to excellence.