Overview of Summit Services
Summit Capital Advisors, Inc. offers a wide variety of services to help meet the financial objectives of individuals and families. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.
RETIREMENT DISTRIBUTION STRATEGIES
- Retiring with a comfortable standard of living
- IRA Rollovers
- Helping to minimize the "triple tax" on retirement accounts
- Establishing "multi-generation" IRAs
WEALTH MANAGEMENT AND INVESTMENT ANALYSIS
- Wealth Preservation
- Lifestyle Financial Management
- Evaluating specific investments
- Consideration of tax consequences
- Matching portfolios designed around client's goals, time frame and tolerance for risk.
RISK MANAGEMENT
- Maintaining family income due to disability or death
- Identification of current and future risk exposure
- Evaluating cost-effectiveness of current coverage
- Long Term Care and Independence Planning
ESTATE PLANNING
- Eliminating/Minimizing probate expenses, delays and publicity
- Reduction or elimination of estate taxes
- Assuring proper management of family assets
- Evaluating proper manner of holding title to property
- Post-death planning and tax work
OTHER SERVICES
- Investment implementation
- Fully-managed (discretionary) fee-only securities accounts
2200 N. 30th Street
Suite 202
Tacoma, WA 98403
(253) 589-1401
(800) 679-1401
E-mail: Solutions@summitcapitaladvisors.net
Investment advice offered by Summit Capital Advisors
A registered investment advisor.
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