Great investment management isn’t easy. As you know, it takes a great deal of time, energy, and knowledge. And as we know, it also takes more than knowing which funds to invest in. It takes an understanding of the whys and whens to choose a fund and whom you are selecting it for.
At Summit Financial Partners, the best way that we can help you is by spending more time with you. We’ll get to know you and any financial concerns that you have so we can address your financial needs from the most effective perspective.
We will then build you a personalized, well-balanced portfolio using Dimensional Funds , which we will take the responsibility to rebalance and review when needed.
We’ll also meet with you twice a year (in person or via web conference, depending on your preference), to update you on your portfolio, discuss your financial matters, and make adjustments that together we deem necessary. And of course, we’re always just a phone call away and willing to meet with you in prompt and convenient manner. What you’ll also find that makes us different is that we are Fee Only Advisors. That means you’ll never find us pushing costly commission-based annuities or life insurance plans to fund your retirement.
Our goal is to take as much of the work off your shoulders as possible by building you a well-diversified portfolio that works for you, while keeping you updated and well informed on what is occurring with your investment management. Period.