Summit Wealth Advisors

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General Info

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implementing sound strategies and periodically reviewing plans, our clients have an opportunity to achieve financial independence. The services that we provide are flexible and comprehensive. They include, but are not limited to, investment planning, education planning, retirement planning, estate planning and income tax management. At Summit Wealth Advisors we are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients’ expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

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Services/Products

At Summit Wealth Advisors, we provide assistance in the following areas: Financial Planning:Establishing and defining goalsGathering client dataAnalyzing and evaluating your financial statusDesigning a customized financial planImplementing the financial plan recommendationsMonitoring and reviewing the financial plan Investment Services:Brokerage AccountsTraditional IRAs and Roth IRAsSEP, SIMPLE & 401(k) PlansVariable AnnuitiesAsset AllocationAlternative investment strategiesReviewing an existing investment portfolio Retirement:Projecting an earlier or later retirementEnsuring adequate retirement incomeRolling over a 401(k), 403(b) or 457 PlanManaging your traditional IRA and/or Roth IRAManaging pension distributionsProviding for medical or long-term care costsPlanning for loans, grants and financial aid Insurance/Protection:Term and permanent life productsProviding for dependents in case of deathProtecting your ability to pay your mortgageReview of your beneficiary designationsTransfer on Death agreementsAddressing long-term care concerns Education Funding:529 Plans, Coverdell IRAs, UGMA accountsComparing the various types of education accountsEstablishing and funding education accountsProjecting future education costsPlanning for loans, grants and financial aidGifting and multi-generational planning

Other Link

http://www.summitia.com

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

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Details

Phone: (412) 367-3980

Address: 9043 Perry Hwy, Pittsburgh, PA 15237

Website: http://www.summitia.com