Comparative Analysis


Summit Capital Advisors
2200 N. 30th Street
Suite 202
Tacoma, WA 98403

(253) 589-1401
(800) 679-1401

E-mail Us







 

 
 

WHY USE SUMMIT CAPITAL ADVISORS?

A Registered Investment Advisor




Does Your Advisor Offer The Following Services?
Summit
Your Advisor
 

 

Yes

Yes

No

Don't know

Provide Coordinated Financial Planning and Solutions?
 

Yes

Yes

No

 

Licensed to Give Tax Advice?
 

Yes

Yes

No

 

Provide Tax Planning and Preparation?
 

Yes

Yes

No

 

Have a full-time Enrolled Agent (EA), Accredited Tax Preparer (ATP) on Staff?
 

Yes

Yes

No

 

Provide a full range of Estate Planning solutions?
 

Yes

Yes

No

 

Supported by a Team of Outside Professionals
(attorneys, property and casualty, insurance, mortgage broker, etc)?
 

Yes

Yes

No

 

Review your tax return in depth at least annually to reduce your taxes?

Yes

Yes

No

 

Firm Requires All Representatives to become Certified
Financial Planners (CFP®)?
 

Yes

Yes

No

 

Specialize in Retirement Distributions?
 

Yes

Yes

No

 

Have complete independence from influence by a Broker/Dealer?
(Eliminates conflicts of interest)
 

Yes

Yes

No

 

Have over 30 Years of Financial Experience?
 

Yes

Yes

No

 

Have Specialized Designations/Training: Certified Financial Planner (CFP®),
Asset Allocation Management Specialist (AAMS®), Certified Divorce Financial Analyst (CDFA™)
 

Yes

Yes

No

 

Firm and All Representatives have a spotless legal and regulatory record?
 

Yes

Yes

No

 

Know you by (first) name?
 

Yes

Yes

No

 

Is a fiduciary and puts your best interest first - as required by law?

Yes

Yes

No

 

Call You - Just To Say Hi?
 

Yes

Yes

No

 

Give You Personalized Gold Medal Service?
 

Yes

Yes

No

 

 

 

 

 

 

 

 

 

 

 

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