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WealthVision

The Summit Asset Management team uses WealthVision to assess the six key areas of financial planning which include: Retirement, Education Funding, Life Insurance, Disability Insurance, Long-Term Care Insurance, and Accumulation Funding.

Our comprehensive financial plan is an all-encompassing approach to planning that reviews our clients’ complete financial picture, including insurance, investments, banking, and trust and estate planning. With comprehensive financial planning, our professionals aggregate assets onto one platform from which we can plan and manage our clients’ wealth.

We proactively manage client relationships by identifying strengths and weaknesses in asset allocation and make changes to provide our clients with the confidence that their financial plan is addressing both current financial needs and future financial goals.

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