When Business and Personal Financial Planning Align

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.


Business Retirement Plan Advisory

Business Retirement Plan Advisory

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:

  • Which retirement plan type makes the most sense for my business?
  • How much should I contribute or incentivize employee contributions?
  • How will I remain compliant ongoing with what I offer?
  • How can I take advantage of the current tax code to provide the most tax-efficient retirement plan for my employees?
  • How does offering a retirement plan affect business revenues and overall growth?
Business Retirement Plan Advisory

After establishing your plan design, we can manage your company's retirement plan on an ongoing basis. 

We provide:

  • Investment selection consulting -- we provide recommendations for investment options within the plan both at the beginning and on an ongoing basis. We do this by utilizing research performed by our in-house investment committee, our broker-dealer's investment analysts, and other resources.
  • Ongoing monitoring -- we review your plan to ensure it is still the best plan option and has the optimal design for your business.  Throughout the year we are also monitoring the investment selections to be sure they are performing as we expected them to.


Planning-First Approach

At Summit, we believe in taking a planning-first approach when working with business owners. Check out the following video for more information. 

We Provide:

Business Retirement Plan Advisory

  • Group retirement plan consulting for 401k, 403b SEP, SIMPLE and defined benefit plans, to name a few.
  • Retirement plan design for your business
  • Fiduciary management of your company's retirement plan
  • Investment selections
  • Ongoing monitoring

Business Financial Planning

  • Risk management
  • Operating planning
  • Succession planning
  • Business valuations
  • Tax planning & strategy
  • Financial statement compilation, analysis and projection

Personal Financial Services

  • Retirement Planning
  • Investment Management
  • Cash Flow Strategy
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Lifestyle Coaching
  • College Planning
Our Team

Our Team

Our team consists of financial planners, advisors, accountants, CPAs, CERTIFIED FINANCIAL PLANNERS™, tax experts, administrative professionals and bookkeepers all working together to benefit you. 

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Our Approach

Our Approach

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.

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Our Commitment

Our Commitment

We will help you and your business navigate the path to a better, more secure future, with an unwavering commitment to excellence.

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