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Summit Planning Group
Wealth Management Philosophy
Discovery – Understanding your personal, professional and financial life goals
Education – Discuss the risk/reward characteristics of different asset classes and their contributions to the overall portfolio asset allocation.
Recommendations
– Providing the optimal blend of investment vehicles
to pursue your goals.
Implementation – The inclusion of retirement planning, estate planning, long-term care planning and tax planning into a well-rounded wealth plan.
Active Management
– Regular reviews of your investment and your
overall wealth plan.
344 W. Genesee St., Ste.
300, Syracuse, N.Y. 13202
The LPL Financial registered representatives associated
with this site may only discuss and/or transact insurance business with
residents of the following states: NJ, NY, TN
(315) 425-0344 Fax (315) 471-6768
e-mail:
summit.planning@lpl.com
web site: http://www.summitplan.com
Securities Offered Through LPL Financial *
Member FINRA/SIPC
The LPL Financial registered representatives
associated with this site may only discuss and/or transact securities
business with residents of the following states: AR, CA, DE, FL, GA, IN,
MA, MD, ME, MN, NC, NJ, NM, NY, PA, TN, TX, VA