Our Services: The Results You Can Expect

 

When you work with Summit Investment Advisors, you gain clarity and confidence. Our integrated approach aims to deliver measurable results. That means you'll know exactly where your retirement income is coming from and how much you can confidently spend. 
The benefits of working with us can grow throughout our time together:
  • You could save hundreds of thousands in lifetime taxes through strategic planning that many advisors never address. 
  • You can have confidence during market volatility because you understand your investment strategy and know we're actively monitoring it. 
  • Your estate will be coordinated and current, with your family covered and your legacy intentions clear. 
  • When life throws you difficult transitions, like retirement itself, job loss, or the unexpected loss of a spouse, you'll have a steady, knowledgeable partner walking beside you through every decision. 
  • Most importantly, you'll truly understand your financial situation, not just trust someone else to handle it. 

That's the difference between just having an advisor and having a true financial partner committed to your long-term financial freedom.


 

Comprehensive Financial Planning | Summit Investment Advisors

Financial Planning

Our comprehensive financial planning service examines your complete financial picture (cash flow, assets, liabilities, insurance, estate documents), and creates an integrated roadmap for achieving your goals. This is the foundation for everything else we do together.
Retirement Income Planning | Summit Investment Advisors MN

Retirement Income Planning

We help you design a comprehensive strategy for converting your retirement savings into reliable, tax-efficient income. This includes Social Security optimization (especially for couples with age gaps), pension election guidance, systematic withdrawal planning, and coordination of multiple income sources to minimize taxes while maximizing spending power.
man at desk

Investment Management

Our investment management service focuses on building and maintaining portfolios appropriate for your life stage and risk tolerance. For retirees and near-retirees, this means portfolios designed to generate income, strive to protect against major losses, and support systematic withdrawals without forcing you to sell during down markets.
Estate Legacy Planning Services | Summit Investment Advisors

Estate Planning

We provide comprehensive estate planning support in two ways: coordinating with external estate planning attorneys to integrate your estate plan with your overall financial strategy, and offering in-house estate planning document preparation through Summit Estate Planning Services.
Tax Management Plans & Strategies | Summit Investment Advisors

Tax Planning

We run detailed tax projections throughout the year, help you coordinate withholding across multiple income sources, identify strategic Roth conversion opportunities, and develop multi-year tax optimization strategies.

Learn more from our in house professional(s), straight out of our book, Summit to Retirement: Finding Success on Your Financial Trek.

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