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Summit Wealth Group, LLC
205 Billings Farm Rd
Suite 2A
White River Junction, VT 05001
Phone: (802) 295-5300
Fax: (802) 295-5322
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Household Income Minimum: $0 Investable Asset Minimum: $500,000
The goal of financial planning is to improve your quality of life through financial fitness and financial independence. Good financial planning is a prerequisite to financial success. Because each client's resources, wants, and needs are unique, my approach to financial planning is a personal one, and I encourage my clients' complete involvement in the ongoing process of financial planning. By working together we can develop a financial plan to help you accomplish your goals. As your financial advisor I will assist you to identify your personal goals, take inventory of your financial resources, evaluate your alternatives, establish a realistic plan for your future, take appropriate action to implement your decisions, and monitor the results of your plan regularly. I am committed to your financial success. Additionally, as a Certified Divorce Financial Analyst, I am able to help determine the short term and long term financial impact of a proposed divorce settlement. I can provide an objective viewpoint and provide expert advice about your special financial needs. You may learn more about services by visiting my website
The goal of financial planning is to improve your quality of life through financial fitness and financial independence. Good financial planning is a prerequisite to financial success. Because each client's resources, wants, and needs are unique, my approach to financial planning is a personal one, and I encourage my clients' complete involvement in the ongoing process of financial planning. By working together we can develop a financial plan to help you accomplish your goals. As your financial advisor I will assist you to identify your personal goals, take inventory of your financial resources, evaluate your alternatives, establish a realistic plan for your future, take appropriate action to implement your decisions, and monitor the results of your plan regularly. I am committed to your financial success.
Additionally, as a Certified Divorce Financial Analyst, I am able to help determine the short term and long term financial impact of a proposed divorce settlement. I can provide an objective viewpoint and provide expert advice about your special financial needs.
You may learn more about services by visiting my website
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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