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