Why Use This Tool?

Ross offers the following services:

Retirement Income Planning

• A planning approach not only for the accumulation of assets, but also the distribution of these assets during your retirement years.
• Small business retirement plans.
• Address income planning questions such as IRA’s & 401K’s.

Answer your questions such as:

What if I outlive my assets?

Am I withdrawing my assets in the most tax-advantageous manner?

How long will my money last?

Are my assets diversified, or am I exposing myself to significant risk?

Financial Planning

• A personal financial audit detailing your present financial health, and the feasibility of your stated goals.

• Specific objective advice and recommendations for pursuing your financial goals.

• Accumulation planning.

• Regular meetings to update you on your strategy as circumstances change.

• Tax minimization planning.

Portfolio Management

• A disciplined investment management approach that includes periodically adjusting your long-term asset allocation strategy, carefully selecting your money managers, and regularly reviewing your portfolio with you.
• Personal investment policy statements.
• Consolidated investment reports.

Risk Analysis

Ross is able to provide analysis in the areas of:
Liability exposure
Short and Long Term Disability
Long Term Care
Life Coverage

*This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,FL,GA,HI,IA,IL,IN,KS,KY,LA,MD,MN,MO,MS,MT,NC,NE,NJ,NM,NY,OH,OR,PA,SC,TN,TX,VT,WA,WV.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

*Ross Haycock is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, member FINRA, SIPC, , a Registered Investment Adviser.

*Ross Haycock is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, member FINRA, SIPC, , a Registered Investment Adviser.

Ross is a partner/owner at Summit Wealth Group, an independent wealth management firm whose desire is to provide you with customized strategies so you may pursue your dreams. By carefully analyzing your current situation, Ross is able to identify areas of your financial life that require attention and recommend effective planning strategies.

Ross specializes in Retirement and Retirement Income Planning. Retirement Income planning is creating a cash flow plan that covers income, deposits, distributions, pensions, social security and any other form of monetary flow that you can expect to help gauge your retirement future.

*This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,FL,GA,HI,IA,IL,IN,KS,KY,LA,MD,MN,MO,MS,MT,NC,NE,NJ,NM,NY,OH,OR,PA,SC,TN,TX,VT,WA,WV.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.