Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.
Because of his longstanding dedication to helping clients reach their financial goals, Ross has been recognized by Forbes as one of Colorado's Best-In-State Wealth Advisors* each year since 2019.
Learn more about Ross's background here. Ross looks forward to speaking with you. Schedule a complimentary introductory appointment below.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Summit Wealth Group is one of the largest independent financial services firms in the country, which means there is no obligation to push a particular bank, insurance, or brokerage firm's investment products. So, what does this mean for you?
Summit Wealth Group's financial planning process is completely tailored to you. Utilizing Summit's in-house financial planning team, Ross will create a plan that aligns with your unique life journey and specific goals. Ross doesn't have sales quotas to meet, and as a Certified Financial PlannerTM he has a fiduciary responsibility to manage assets in a way that aligns with your best interests.
Together, you and Ross will define your life's "Summits" and determine the most strategic path to help you reach your goals.
Ingrained deep within the Summit Wealth Group culture is a set of deep convictions that drives the team daily. You'll notice a tree in the Summit logo, representing Psalm 1:2-3. The tree embodies many of the values held at Summit: steadfastness, commitment to personal growth for clients, and holistic strength to withstand the storms of life.
With in-house subject matter experts in each of the complex areas of financial services, Ross is backed by what he believes are the highest caliber of people so he can deliver the highest caliber of service. Ross's commitment to you is an exceptional client experience. Ross's team works together behind the scenes to strive for exceptional service each and every day.
Summit's relationship with Commonwealth Financial Network means clients of Summit have access to a wider variety of options to help customize a financial plan that will be effective for you. As your financial guide, Ross is always accessible to you as financial questions arise in life. To ensure your financial goals are on track, expect an annual review with Ross to update and adjust your financial plan.
Some advisors lead with portfolio management. Ross leads with financial planning. Ross believes portfolio management is simply a piece of the much bigger puzzle that makes up your overall financial picture. By focusing first on financial planning, Ross takes the time to get to know your financial situation in depth, which allows for a much more comprehensive approach to helping you reach your financial goals.
In this educational video series, Ross looks at what the Bible has to say about managing finances. This series is meant to encourage you as you answer the question: "How can I be a good steward of the resources God has entrusted me with?"
It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Dan and choose the times that best work for you. The Colorado Springs, CO team at Summit will reach out to confirm the appointment.
Ross will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.
After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.
Ross would love the opportunity to connect in person if you are in the Colorado Springs or Denver areas. Not in those areas? That's okay! Ross has clients all over the world! Let us know if you are unable to connect in person, and we will set up a virtual face-to-face meeting.
Ross is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Ross!