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New Temporary Covid-19 Office Policy

Our first priority is helping you take care of yourself and your family. In light of the coronavirus health risks and universal need to stem its progression, we will be adopting new office procedures intended to protect you and our staff until such time as the risks are reduced. Effective immediately, we will avoid face-to-face meetings in favor of conference call, Facetime (iphone users), Skype (android/Microsoft users) and Zoom meetings. This way you will not need to make unnecessary trips from your home or office. To make communication easier with our office staff, we will provide phone numbers, extensions, and email addresses for you to use as needed.

 

We also ask the following going forward:

  • We suggest that you call or email us should you need to drop anything off for taxes or other reasons. We will be keeping the front doors locked. Please utilize the mail slot to drop your taxes or documents off if you do not need to speak with us.  
  • Where possible, we will be implementing a Docusign program that enables you to read and sign documents from your computer without the need to deal with paper or the mail system. As an added benefit this will save trees and expedite processing time. Be assured that if you are not comfortable with this we will stick to paper.


While this is a challenging time on many fronts, we are profoundly concerned about your health and financial well-being. We are committed to being available to answer questions and help resolve any financial issues or concerns should they arise. We never underestimate the resilience of our country and its capacity to overcome difficult situations. This too shall pass and we will be better for it.

We wish the best to you and your family.

 

We Are Committed To You!

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Summit Wealth Management, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.







For any student, parent or grandparent!

CLICK HERE for a very informative article regarding student debt.




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