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Protecting Your Future

A critical part of the wealth planning process is to protect you and those important to you from obstacles that could seriously impact or destroy your financial future. Our Summit process helps you identify possible problems and explain ways to protect, maintain, and preserve your assets. The first step to solving a problem is knowing that you have one.

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Wealth Planning

We provide custom financial plans that focus on goals and objectives, investments, tax issues, insurance needs, wills and estates, and retirement planning to help you achieve your goals.

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Retirement Planning

How much money will you need to live on when you retire? No matter where you are in life, we will help you plan, invest, and manage your finances so that retirement means freedom from both work and wealth concerns. 

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Work-Optional Lifestyle

When work is optional, managing wealth is mandatory. Sound wealth management protects the capital behind the income stream that makes work optional.

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Accessibility: If you are vision-impaired or have some other impairment covered by the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to using this website, please contact our Accessibility Manager at (805) 418-4565.
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