For those trying to build wealth, a high income is the first step in the right direction.
But between taxes, mortgage and property tax payments, and the cost of raising kids in an affluent area, high income alone doesn’t guarantee a correspondingly high net worth.
This is where we come in.
We will develop a proactive 5 year plan, updated annually, to capture as much savings as possible, especially in a way that also reduces your tax bill.
This planning is particularly powerful for small business owners and solopreneurs who have the ability to customize their retirement plans.
We at Summit Wealth & Retirement Partners understand the time it takes to turn your high income into a high net worth.
Building wealth is a process, and we’re here to help. From tax preparation to investment management, and everything in between.
Case Study: Ruth
Ruth and her husband both work full-time jobs, in addition to being full-time parents. They needed help organizing their finances so that their high incomes were being managed in a more strategic way.