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.