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
- Retirement 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 Consulting
- Goal protection: life insurance, long-term 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.