Summit Planning Group, based in East Syracuse, NY, specializes in comprehensive wealth management services for retirees and pre-retirees since 1986. With over 40 years of experience, their team of registered investment advisors offers tailored financial plans to navigate the complexities of national and global markets.
They emphasize a disciplined yet flexible approach to wealth preservation, acknowledging the impact of economic changes on investments. Unlike traditional planners, Summit Planning Group actively monitors and adjusts clients' portfolios daily, ensuring alignment with individual goals and broader economic trends.
Through their services such as retirement planning, estate planning, insurance reviews, and long-term care planning, Summit Planning Group aims to provide a proactive and insightful financial partnership, offering a perspective that extends beyond the conventional investment strategies.
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