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.