ABOUT SUMMIT RETIREMENT PLANNING
Why Choose Summit Retirement Planning?
Whether you’re a retiree, in the process of building your wealth or hoping to protect your family with a trusted life insurance policy, we have you covered. Clients choose Summit because they know they can rely on us to help them work toward their financial goals.
Summit Retirement Planning designs solutions that work toward each client’s desired trajectory. We base our strategy on your exact investment goals and overall risk tolerance, keeping you in the loop throughout.
Committed to your education
From a third-party perspective, financial planning can be complex. This is where our firm comes in. The first step in planning your retirement is keeping you informed—and we’ll do everything in our power to engage and educate you on our strategic processes.
A fiduciary approach
Trust and transparency are key pillars of any partnership. Our team takes a fiduciary approach, acting entirely in good faith regardless of whether we might benefit. We never fail to expose any possible conflicts of interest, and we provide full disclosure of all relevant material facts.
Central to our philosophy is the notion that losses hurt you more than gains help you™. Summit’s expert fiduciary staff will do everything in our power to protect and increase your assets. This requires a custom approach—which is precisely where we come in.
An added bonus: When the market fluctuates, we’ll adjust our approach to maximize your gains.
Schedule Your Complimentary Consultation
What better time than now to book a discovery call and
get to know the Summit team?
We invite you to connect with us today so we can get acquainted. By the end of this complimentary meeting, you’ll know exactly whether our services are right for you.
michael.wofsey@fta-ria.com
Phone
(203) 428-4254
(208) 627-5940
Address
48 Union Street Suite 1C
Stamford, CT 06906
409 Coeur D Alene Ave
Coeur D Alene, ID 83814