Our Services

We have in-depth experience in financial planning and investment management.  We also bring in professionals with the expertise necessary for a successful wealth management plan.  We will work with any advisors with whom you already have a relationship

RETIREMENT PLANNING

  • Lifestyle Review
  • Risk review
  • Pension and Social Security benefit analysis
  • Retirment account assessment
  • Retirement
  • Income Plan
  • Beneficiary review
  • Healthcare/Medicare planning

BUSINESS SUCCESSION PLANNING

  • Business needs review
  • Cash management and capital needs assessment
  • Business valuation
  • Succession plan documents
  • Succession plan funding

INSURANCE & LIABILITY MANAGEMENT

  • Goal protection: life insurance, long-tern care
  • Income protection: disability insurance, business overhead insurance
  • Liability insurance: umbrella coverage, key man insurance

ESTATE PLANNING

  • Wills & Trusts
  • Advance health care directive
  • Power of attorney
  • Charitable giving
  • Asset titling
  • Estate tax funding
  • Family dynamics

EXECUTIVE COMPENSATION MANAGEMENT

  • Concentrated stock services (monetizing, hedging)
  • Stock option strategies
  • Estate and financial planning (particular to executive compensation management)

FAMILY NEEDS PLANNING

  • Education planning
  • Special needs child assessment and planning
  • Planning for support of aging parents
  • Domestic partner planning

ALTERNATIVE PLANNING

  • Property and casualty insurance
  • Medicare planning
  • Private real estate investments
  • Personal real estate services

Summit X, LLC doing business as Summit Wealth Strategies, does not provide tax or legal advice. You should contact your tax advisor and /or attorney before making any decisions with tax or legal implications. 

We can help you take control of your financial future and beyond

GET STARTED

OUR LOCATIONS

Let us know how we can help you today!
info@swsllc.com

Chesterfield, Missouri
16020 Swingley Ridge Rd.
Suite 110
Chesterfield, MO 63017
636.532.0088
(F) 636.532.4425

Jefferson City, Missouri
2411 Hyde Park
Jefferson City, MO 65109
573.636.0914
(F) 573.636.0910

Springfield, Missouri
2833B E. Battlefield Road
Suite 112
Springfield, MO 65804
417.881.3919
(F) 417.881.5051

© Summit Wealth Strategies 2016                   Disclosures Page

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