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Summit Wealth Group
Summit Wealth Group: Wegbegleiter auf dem Ruhestandsweg mit vertrauensvoller, persönlicher Finanzplanung.
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Insurance
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Summit Wealth Group: Wegbegleiter auf dem Ruhestandsweg mit vertrauensvoller, persönlicher Finanzplanung.
Summit Wealth Group in Colorado Springs bietet Versicherung, Buchhaltung, Finanzen und Beratung unter der Adresse 13710 Struthers Rd, Suite 115. Kunden loben schnelle Antworten und klare Orientierung zu IRS-Regeln, RMAs und vererbten IRAs. Ross Haycock, Angie Lee, Dakota und Shannon erstellen maßgeschneiderte Finanzpläne und bieten fortlaufendes Portfoliomanagement.
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Personalisierte Anlagestrategien und Portfoliomanagement, um Ihr Vermögen zu vermehren und zu schützen und langfristige finanzielle Ziele zu erreichen.
Umfassende Planung für den Ruhestand, einschließlich IRA-Verwaltung, RMA-Leitfaden und Strategien, um eine sichere Zukunft zu gewährleisten.
Fachkundige Beratung zu IRS-Regeln, steueroptimiertem Investieren und Einhaltung der Vorschriften, um Verbindlichkeiten zu minimieren und finanzielle Entscheidungen zu optimieren.
Individuelle Finanzpläne und Beratungen, um spezifische Bedürfnisse zu adressieren, von Erbschaftsfragen bis zum allgemeinen Vermögensaufbau.
Maßgeschneiderte Versicherungslösungen, um Ihr Vermögen zu schützen und Ihnen sowie Ihrer Familie Sicherheit zu bieten.
Gesamtbewertung
A Klika
I needed some counseling regarding starting my RMAs. I had an inherited IRA and my other IRAs and I wasn't sure how the IRS rules applied. As is always the case, I got a super fast response from Angie Lee (my initial question went to Ross) how those accounts differ and the RMA rules (which had recently changed). I started using Summit over a decade ago because I knew I didn't have time to stay proficient in the investment game and now I keep them because they save me hours of researching trying to keep up with all the IRS rules and the ongoing investment of my nest egg. In particular; Ross, Angie Lee and Shannon always make me feel like I am their only priority. They are all wonderful in their respective subject matter areas.
Emily Cave
We appreciate Ross and his team for the many years of management and service of our portfolio. We are confident in their expertise and oversight. Thank you!”
Bruce & Patsy Wallace
My husband and I went for our yearly review on Thursday. It went very well. There is no one better than Ross Haycock and Summit Wealth Group. Thank you for all of your help over the past 14 years or so.
Allen Knapp
We have been clients at Summit Wealth Group for a little more than a year now and we are impressed by their performance! They gathered information and customized a financial plan that gets us to our desired destination. Ross and Dakota are the best! (The office staff are exceptional as well!)
Evie Hudson
My husband and I have been clients of Ross Haycock for many years and it's been a great journey. Ross has given us the peace of mind as we worked together to grow our portfolio in preparation for retirement. We are now enjoying that retirement and have been able to do the traveling that we enjoy immensely, all without any concern for our future. The best part is gaining a friend along the way. Ross is so genuine and caring that it's easy to call him our lifelong friend. Don't hesitate to call Summit Wealth Group. My only regret is not calling sooner.
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