What is a Financial Advisor?

Financial Advisors at work

A financial advisor is a very broad term but generally it applies to someone who helps guide another person’s finances with a set goal such as retirement or paying for a child’s college tuition. It can also include investment advice, life, home, and auto insurance, income tax preparation, and estate planning.

Who needs a Financial Advisor?

It is a common misconception that financial advisors service primarily wealthy people with large, diverse investment portfolios. While someone with a broad investment strategy and many assets is a great fit for a financial advisor’s services, just about any person can benefit from a sound money management plan. Good advice applies the same to the middle class as it does to the mega rich, after all.

Why work with Summit?

We have experience handling clients in all income brackets and we understand the specific needs of each. Everyone’s financial goals are different, and we understand that. We will work with you to build a plan to achieve those goals and we will be there every step of the way to guide you to financial freedom.

  1. We contact our clients proactively when the market looks poor.  In many portfolios we move the monies to safety automatically when we believe it’s prudent.
  2. We offer comprehensive financial plans that cover investments, insurance, debt, and many other areas that are important to your overall financial health.
  3. Customer service is our number one priority.  We aim to return phone calls and e-mails as soon as possible.  We proactively schedule phone calls and meetings to keep you updated on  your investments and other important financial areas.

Get in Touch

Call us toll free at (866) 508-5175 or click the button below to set up a free consultation. We’ll be happy to answer your questions!

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