Together we can pursue financial success through collaboration, understanding and commitment.
Developing a financial plan to reflect your unique needs, goals and objectives.
Individual client needs and goals, their investments, market conditions and financial options are constantly changing. Therefore, the Summit team takes very seriously our responsibility to provide you current and on-going information, research and professional guidance to allow you to make informed financial decisions. We have the resources, investment options and tools to effectively address your financial needs, develop appropriate strategies, construct and monitor well-crafted portfolios and help you pursue your financial objectives to provide greater confidence in your financial future.
Our on-going process provides a framework for making investment decisions together and then monitoring the results of those decisions over time. Each step involves communication between you, our team and outside professionals, such as CPA’s and Estate Attorneys. Our services are primarily fee-based, rather than commission-based, to help ensure that any adjustments necessary are transacted at the lowest expense to you.
The financial strategy we develop for you is designed to uniquely reflect your individual needs, goals and situation. Creating an appropriate strategy requires that we first gain a thorough UNDERSTANDING of who you are as a person and as an investor by learning about your goals, investment experience and risk tolerance, as well as analyzing your assets and liabilities, and current and future income. This collaborative process is essential in DESIGNING a financial strategy that provides you confidence and stability.
Next, we IMPLEMENT your financial strategy. This is an ongoing process in which we monitor the progress of your investments in the context of your goals and periodically review all relevant information. Changes in a client’s life or the market require on-going active MANAGEMENT and adjustments in order to reflect those changing circumstances and evolving objectives.
Securities are offered through Raymond James Financial Services, Inc.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.