Financial Planning

Financial Planning

The first step is to build the frame for your financial future.

Summit Capital Management follows a simple, yet thoroughly effective, “needs-based” financial planning process to help determine any components your future might require. Building a solid, long-term financial strategy tailored to your unique situation is key to meeting your future wealth goals. We understand that every circumstance is unique, so we begin with no assumptions; just a clean slate to start building upon. Our advice adapts to help you create your plan and a firm foundation upon which you have the best possible chance at reaching your goals. 

Throughout the various stages of your life, we’ll strive to ensure that your financial decisions are appropriate and realistically aligned with your financial aspirations. Over the long-term, we’ll manage your money with a strategy that can keep you on the right track to meet your wealth dreams.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

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