SummitView Advisors Client Services
Comprehensive Financial Planning
– Comprehensive Financial Planning
– Income Strategies
– Employee Benefit Reviews
– College Savings Plans
– Estate Planning/Wealth Transfer
– Advisory Accounts
– Divorce Planning
– Inheritance Planning
– Educational Workshops
– Beneficiary Review
– Maximizing Social Security
– Online Vault
– Pension Planning
– Retirement Planning
– Tax-favored Asset Creation
– RMDs
– IRA Structures
– Charitable Giving Strategies
Investments
– Asset Allocation
– Morningstar Analysis
– 401(k) Allocations
– Retirement Plan Rollovers
– Account Consolidation
– Advisory Accounts
– Portfolio Analysis
– Individual Stocks
– Individual Bonds
– Financial Plan Evaluations
– Mutual Funds
– CDs
– REITs
– ETFs
– Alternative Investments
– Investment Strategy Review
Insurance
– Life Insurance
– Disability Insurance
– Long-term Care Insurance
– Annuities
– Insurance Review

SummitView Advisors
Fort Collins Office:
231 S Howes St.
Fort Collins, CO 80521
Directions
Loveland Office:
DeskChair Workspace
201 E 4th St.
Loveland, CO 80537
Directions
Phone: (970) 663-7511
Email Us
Schedule a Meeting with Holly
Schedule a Meeting with Kristina
Schedule a Meeting with Jessica
Schedule a Meeting with Ann
Office hours:
Monday – Thursday: 8 AM – 5 PM MT
Friday: Hours may vary