For decades, Summit Financial has catered to the special financial and wealth planning needs of physicians. Our suite of financial planning services for medical professionals includes wealth building and management design, retirement planning, and succession strategies. A well-managed and coordinated planning process is an essential part of designing a work-optional wealth strategy.
You’ve made a major personal and financial commitment to get where you are today. Every year, the physicians we work with are confronting a landscape of more financial challenges than the year before. Never has planning been more important to help you protect what you’ve accumulated, and to prepare for the changing financial environment ahead.