Who We Serve.
Our company, Silver Summit Financial, advises individuals, families and businesses on ways to grow their money like the wealthy. We help you identify your life needs and future goals, develop and design a customized plan, implement the plan and schedule annual reviews to be sure you remain on pace to reach your goals. We specialize in addressing the 4 Biggest Risks in Retirement; market volatility, taxes, longevity and sequence of returns..
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At Silver Summit Financial we aim to serve our clients by helping them accumulate wealth, while minimizing risk, and protecting them against unexpected tragedy. Our goal is to have our clients develop a realistic cash flow strategy so they will be able to retire at the same standard of living they are living today.
Silver Summit Financial is an organization of wealth advisors who specialize in building, sustaining, and transferring wealth. Our unique approach helps you find money you may be currently losing unknowingly and unnecessarily. We believe there is more to be gained by eliminating the losses than by picking winners.
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Whether you already have a financial advisor or are in need of one, we can answer these questions for you in 10 minutes or less.