Here is an example of how we have helped our clients with their financial needs.
My relationship with Bethany began many years ago when she became more actively involved in managing her Aunt’s financial life. Her Aunt Suzie had the majority of her investments in one hotel stock, and the company had just been purchased by another hotel chain. Suddenly, her stock was converted to cash, and they were not sure what to do with the funds.
After fleshing out Suzie’s situation, we invested the assets in a manner that would support her during her aging years. Over time, Suzie’s need for care became progressively more intense until she was in a full-time nursing care facility. All the while, Bethany worked hard to make sure her Aunt was taken care of, even though it was a difficult task due to her responsibilities to her own family. We met regularly to make sure all of our goals and tasks were in alignment.
Several years later, Suzie died. Even though the goal for Suzie’s assets was not explicitly to provide for an inheritance for Bethany, there were enough assets to fully cover Suzie’s needs and leave an inheritance for Bethany.
Read more client stories to learn about how we can help.
At Summit Financial Partners, we believe strongly in personalized service that our clients can trust. Our clients’ financial success is important to who we are.
Whether you are needing help with pre-planning, organizing, and simplifying assets, managing an estate after the loss of a loved one, or diversifying your financial assets, we are here to help you.
Contact us today to find out how we can help you.