A New Approach To Money Management
Silver Summit Financial redefines the way assets are managed. We’ll help you discover an optimal balance between market exposure, income and principal security.
Step 1: Discover Needs
Wealth enhancement starts with an in-depth discussion about what you want your financial life to be. We’ll then go through a shortfall and risk analysis and build your wealth profile.
Step 2: Secure Lifestyle
The goal here is to protect your current state of living and make sure your lifestyle cannot be affected by market volatility. We do this through the use of principal protection tools that are tax-efficient and built for longevity.
Step 3: Invest Surplus
After we achieve income stability and tax protection, we then invest the surplus savings into the market to increase the potential return of the overall plan. The tactical investment strategy you pick will be dependent upon your needs.
Step 4: Manage Assets
We’ll actively manage your portfolio to make sure your plan stays consistent based on changes in your life and lifestyle. We’ll also review the plan periodically and look at investment performance.
A New Approach To Money Management
Silver Summit Financial redefines the way assets are managed. We’ll help you discover an optimal balance between market exposure income and principal security.
Step 1: Discover Needs
Wealth enhancement starts with an in-depth discussion about what you want your financial life to be. We’ll then go through a shortfall and risk analysis and build your wealth profile.
Step 2: Secure Lifestyle
The goal here is to protect your current state of living and make sure your lifestyle cannot be affected by market volatility. We do this through the use of principal protection tools that are tax-efficient and built for longevity.
Step 3: Invest Surplus
After we achieve income stability and tax protection, we then invest the surplus savings into the market to increase the potential return of the overall plan. The tactical investment strategy you pick will be dependent upon your needs.
Step 4: Manage Assets
We’ll actively manage your portfolio to make sure your plan stays consistent based on changes in your life and lifestyle. We’ll also review the plan periodically and look at investment performance.
A Shift In The Financial Planning Pyramid
Our unique approach flips the financial planning pyramid around. We reduce market dependence and make income and principal protection the priority.
Social Security
Silver Summit Financial maximizes the amount of Social Security you can receive by running a series of optimized calculations.
Income And Estate Protection
Silver Summit Financial utilizes products that increase principal and tax protection while accounting for inflation.
Market Exposure
Silver Summit Financial puts your excess savings into the market to continue growing the value of your assets.
Manage your money with confidence
With the majority of your assets protected, you’ll be able to live the life you want as you receive a predictable and reliable stream of income.
A plan built just for you
Your plan will be handcrafted and specifically designed to help you reach your goals. You’ll see percentage breakdowns of recommended scenarios to meet your needs, wants, and wishes.
Your estate under one roof
LifePro Asset Management will position all of your assets to work symbiotically and efficiently under one plan. This allows for easy access to view your accounts all under one roof.
