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https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/6b4f26e4-fadf-426a-8f71-0527a033d52c/Aro+Ha_0010+1.jpg https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/6789a4eb-da4c-484e-9e01-a0165cb6f31a/playlist.m3u8 https://images.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/485cc4d0-090a-4e44-b151-156b3e8d7926/Screenshot+2024-07-30+144603.png FAQs Q. What makes Summit Wealth different? A. There are a few things that make us different: https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/4beb24b9-d927-4167-89af-58094c67a3e8/playlist.m3u8 https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/4beb24b9-d927-4167-89af-58094c67a3e8/thumbnail FAQs Q. What is wealth management? A. The key words to remember here are “fully integrated”. https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/ce6dbd12-b6dc-40f7-9dd6-e572d7ef3df4/playlist.m3u8 https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/ce6dbd12-b6dc-40f7-9dd6-e572d7ef3df4/thumbnail FAQs Q. How does a financial planner help with things like estate planning or tax planning? A. Often, a client will have an estate planning binder that they haven’t looked at in awhile. To make things easier, we diagram a client’s entire estate plan into a single document, which allows for easy access. https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/55ecb392-8bdb-4d66-9acc-cfe75c7a3e26/playlist.m3u8 https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/55ecb392-8bdb-4d66-9acc-cfe75c7a3e26/thumbnail FAQs Q. How long has Summit been around? A. Summit Wealth & Retirement Partners has roots going back to 1986. https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/afb94d14-1368-44fc-a005-a0bfb0e58884/playlist.m3u8 https://video.squarespace-cdn.com/content/v1/6644f70371251f3a4a7c1523/afb94d14-1368-44fc-a005-a0bfb0e58884/thumbnail FAQs Q. What is your investment philosophy and how do you manage client money? A. 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