The advisors at Summit Wealth Strategies can help you develop, implement and monitor a retirement or benefit plan that suits the needs of your business, as well as those of your employees. In addition, we can provide valuation analyses for businesses and employee stock ownership plans (ESOP), as well as help you find appropriate insurance coverage for your company and key persons. We can also assist with helping business owners identify appropriate exit strategies.
There are many retirement plan options facing businesses today: SEP IRAs, Owner-only 401(k), Owner-Only Defined Benefit Plan, SIMPLE IRAs, Safe Harbor 401(k) as well as 401(k), 403(b) and 457(b). We can help you make the appropriate choice or advise you on one you may currently have in place.
Key Person Insurance is also something many of our clients utilize in their business planning and continuity.
Institutional Consulting Services
We support institutions in the delivery of all aspects of investment consulting – from strategy development and investment research to reporting and oversight. Our disciplined process adheres to well-established fiduciary standards and is backed by our philosophy of conservative management.
We serve Nonprofits, Foundations, Endowments, Corporations, Family Offices and Insurance Companies. No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization, including the development of investment objectives and a written Investment Policy Statement.