Reaching for Your Highest Potential
Summit View Financial, LLC
Our firm is dedicated to helping people like you, prepare for and enjoy retirement. We take the team-based approach to financial planning and will incorporate all aspects of your life into your customized plan. Whether you are approaching retirement, or are already retired, we can help you identify your dreams, understand your tolerance for risk, and create a plan that helps you reach your goals.
Would you ever climb alone?
If you decided to climb a tall mountain, would you attempt to climb alone? Of course not. There are too many unknown risks and dangers that you would only try to attempt if you hired a professional guide that you trust. The trust in your guide comes from this guide’s ability to get clients up and down the mountain safely. The trusted guide knows and understands the dangers because they have walked the same path hundreds of times and know all the dangers and risks along the route.
Planning for and journeying through retirement is no different. You know there are risks and dangers that you need to watch out for, but you don’t know what they are. You need a trusted financial guide that has helped guide hundreds of clients to reach retirement and then helped them safely navigate through retirement. Our clients are our number one goal. We want to provide services, guidance, and advice that helps people live great lives. We bring our clients reassurance and confidence in all aspects of their financial lives, by answering their complex questions and strategizing a plan for a successful future. Give us a call to schedule your initial consultation, and start living a great life today
Guided Financial Plan
The Summit View Difference
Your Guided Financial Plan is centered around your goals. We will help you articulate and prioritize your goals. Then we will start developing strategies for the key components of your plan like saving strategies, income strategies, investments, healthcare, social security, taxes and estate planning, all for one purpose of working towards your goals. As we make this journey together, we will be there to help you, guide you and to be your accountability partner so that you can work towards your highest potential.
Save
Retirement saving strategy
Most people don’t know exactly how much to save for retirement. There is a lot when it comes to retirement; social security, 401k, savings, pre-tax and post-tax accounts, and more. We sort through the mess and help you navigate to a successful retirement.
Income
Retirement income strategy
When it comes to retirement, there are many aspects you might not be aware of. Safely transferring money, possible recession plans, paying taxes during retirement, and plans for untimely deaths. We work with you and your situation to create game-plans on how to live retirement worry-free.
Investment
Investment strategy
At this stage in life, how will investments play into your retirement? How will a recession affect those investments? Will you still be able to retire? Your investment strategy needs to be developed before these questions so you can have a plan to combat any of these sudden challenges.
Healthcare
Healthcare Strategy
What do you plan to do for healthcare when you retire? How will you pay for it? What if your vision and dental are not covered under your original Medicare? The top three concerns in retirement all relate to healthcare. We work with hundreds of people on Medicare and are experts in the field. We develop a healthcare strategy tailored to fit your needs.
Social Security
Social Security Strategy
What is your Social Security strategy? Do you start Social Security when you retire or continue to let it grow? We guide our clients through these questions and decide the best Social Security strategy to use for retirement.
Tax
Tax Planning Strategy
Do you have a 5, 10, or 15-year tax strategy? Most people try to do tax planning near the end of the year or even after the year has ended. We review our clients’ returns and look for planning opportunities to save more on taxes for the long term.
Estate
Estate Planning strategy
Emergencies happen, but are you prepared for them before they happen? No one wants to leave their loved ones behind. Do you have the proper documents in place to ensure your loved ones are taken care of if an accident happens? We help our clients with proper estate planning with strategies that will help their family in case of an accident or premature death.
Accountability Partner
Accountability strategy
The difference between a financially successful person and financially mediocre person is not their goal. The financially successful person actually does the things they should be doing and the financially mediocre person does not. Life happens and gets busy. We help people work towards there goals with our Guided Financial Plan.
