For business owners, it’s easy to miss the connection between business and personal financial planning, when in fact, they are intrinsically linked.
Summit Wealth Group Certified Financial Planners help business owners create a guide that not only helps you understand what a financial plan looks like for your specific business, but we also help craft benefits that incentivize your employees so they can achieve the same success.
Our goal is to have our clients leave our financial planning meetings feeling like a weight has been lifted off their shoulders. We make sure that they know they have our on-going support in realizing their future business and personal goals and are equipped with the tools they need to grow their business.
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, we believe in taking a planning-first approach when working with business owners. Check out the following video for more information.
Business Retirement Plan Advisory
Business Financial Planning
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.