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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.


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344 W. Genesee St., Ste. 300, Syracuse, N.Y. 13202
(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

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