Summit Planning Group

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Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Alan Hicks, CFP®

Alan Hicks, CFP®

Wealth Advisor/Partner

Summit Planning Group's Philosophy Video

 

In 1984, Alan moved to Green Bay after receiving his Bachelors of Science Degree in Business Administration from Michigan Technological University.  Alan entered his financial planning career in 1986.

Alan has continued his education and received CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planning Board in Colorado.

Alan has two areas of expertise:

The majority of Alan’s business is wealth management for individuals at least 50 years old who are either already retired or those looking to retire shortly.  Alan specializes in retirement distribution planning and understands both the nuances and specifics of the retirement plans for companies like Schneider National, Wisconsin Electric, Procter & Gamble, and Georgia Pacific to name a few.

Alan’s other area of expertise is that of working with and helping widows.  Alan has found that a widow has financial needs of a very specific nature, and he has a special compassion for those who are grieving.  Alan realizes the need for additional “hand holding” during this most stressful time, and has a strong desire   to help.

Alan and his partners formed their own wealth management firm, Summit Planning Group, LLC, in 1999.  Summit Planning Group is a Registered Investment Advisor (RIA) and as such, is held to the fiduciary standard; simply meaning, we are required to put your needs above ours.  The Fiduciary Standard is the gold standard of our industry. 

Alan married Sally in 1985, and they have four children who keep them busy with all aspects of sports, school and church.  Alan enjoys playing golf, coaching softball, watching high school hockey and Bible study.

Alan is actively involved in various committees at his church, Highland Crest Baptist Church; a Past President and Board Member of the Green Bay Area Youth Hockey Association; served on the board and is Past President of the Thursday Breakfast Optimist Club of Green Bay, and is Past President of the Notre Dame Hockey Booster Club.  He is currently the Vice President of Brown County Ice Management, leads 2 bible studies, and is active with youth sports in Green Bay.  Alan believes that he must give back to the community that has provided a wonderful environment to raise his family.

 

 

 

 

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck