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Summit Capital Advisors, Inc. offers a wide variety of services to help meet the financial objectives of individuals, families, small business and corporations. 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.
- Fully-managed (discretionary) fee-only securities accounts
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
TAX PLANNING AND PREPARATION
- Planning to minimize ordinary income taxes, capital gains, dividend/interest income and estate taxes
- Preparation of tax individual, trust and estate tax returns
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