Your legacy is not just about the wealth you achieve, but the time and thought you put into a strategy that ensures the future of the people you care for and love.  Estate planning is a serious matter.  When individuals plan and work a lifetime to accumulate substantial wealth, the financial consequences of incapacity or death, combined with inadequate planning, can be catastrophic for loved ones.  We work with you to help make certain your plans are secure and your wishes are documented.  With proper planning and forethought, you can protect your goals.

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    Summit Wealth Strategies

    365 Millennium Drive, Suite C
    Crystal Lake, IL 60012
    (815) 455-5050 (phone)
    (866) 222-4948 (toll free)

    Remote Office Location:
    884 Fort Eagle Estates Lane
    Phelps, WI 54554
    (715) 545-2668 (phone)

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