Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Our Process

Starting at your first meeting, you will meet with two Wealth Advisors.  Our goal is to make sure you receive the best service and we think that is best accomplished through our Team approach.  All partners and advisors have obtained a Bachelor Degree in their respective field AND the highly respected designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). 

Our first meeting is our Discovery Meeting.  Simply stated, it’s a meeting to determine if we will be a good fit for each other.  A mutual interview to find out more about each other and simply to determine if we should continue onto our next meeting: our “Investment Plan Meeting”, where we will review all of your personal documents (Investment statements, tax returns, income statements etc.) and together develop a personalized plan for you. 

Once you become a client, we hold periodic face-to-face review meetings that are at the center of our ongoing process.  We don’t let you “fall through the cracks” as we have honed our process to ensure that your customized personalized strategy will be monitored and updated as your needs and wants change.

 

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Check the background of this financial professional on FINRA's BrokerCheck