Financial plans are a lot like fingerprints – yours is unique to you and your circumstances.
Your personal finances tell a story that is as unique as you are. That is why we integrate financial planning with our investment management service to pull all of those complexities together and help you wade through the uncertainties of the future. Your financial plan will give you a framework within which to make optimal financial decisions both now and in the future.
We begin our financial planning process by using Life Planning tools to brainstorm with you to flesh out your unique values and goals.
Financial goals can be so much more than just retirement planning, although retirement planning is crucially important. After all, money is a tool that brings life visions to fruition.
There are often so many more goals to address along the way: education for children and grandchildren, special trips, family events, or those surfing lessons in Hawaii you always wanted.
Different stages of life bring different planning needs.
Investors that are in their earlier accumulation years may require more “modular” planning, addressing one or two issues at a time.
Conversely, clients that are in the later years of their career will likely need much more in-depth financial planning which will take into account multiple issues at the same time, with retirement planning being the largest focus.
We can help you reach your goals!
For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen.
We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
