Wealth Management
BankFirst has selected the financial consultants of Summit Wealth Group, Inc., to provide financial planning and investment management services to our clients.
Summit Wealth Group is an independent wealth management firm whose desire is to provide their clients with customized financial solutions so that they may pursue their hopes and dreams. By carefully analyzing your current situation, they are able to identify the areas of your financial life that require attention and recommend effective planning strategies. Summit Wealth Group's experience covers many important areas, and as a result, they are able to help you pursue specific goals by serving as your primary financial advisor.
Investment Management
A disciplined investment management approach that includes periodically adjusting your long-term asset allocation strategy, carefully selecting your money managers, and regularly reviewing your portfolio with you.
- Personal investment policy statements
- Consolidated investment reports
Retirement Income Planning
A planning approach not only for the accumulation of your assets, but also the distribution of these assets during your retirement years. Address income planning questions including:
- Life Expectancy - What if I outlive my assets?
- Withdrawals - Am I withdrawing my assets in the most tax-advantageous manner?
- Asset Allocation - Are my assets diversified, or am I exposing myself to risk in a single asset?
Learn More
For more information, please visit their website at: summitwealthgroup.com. Check the background of this firm on FINRA's BrokerCheck at brokercheck.finra.org.
Products and investments offered by Summit Wealth Group are NOT INSURED BY THE FDIC, NOT DEPOSITS OR OBLIGATION OF BANKFIRST, NOT GUARANTEED BY BANKFIRST, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, AND ARE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL.
Summit Wealth Group is a registered investment adviser. BankFirst and Summit Wealth Group are separate and unaffiliated entities.
BankFirst and Summit Wealth Group are engaged in a referral arrangement where BankFirst refers potential clients to Summit Wealth Group. BankFirst receives a percentage of the commissions and fees, as applicable, received by Summit Wealth Group resulting from these referrals. In instances where the Advisor is also an employee of BankFirst, BankFirst receives a substantial percentage of such fees and commissions. These payments create a financial incentive for BankFirst to recommend Summit Wealth Group over other firms where no compensation is received, resulting in material conflicts of interest. BankFirst is not a client of Summit Wealth Group. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Summit Wealth Group, search them wherever local business are reviewed.
This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, ID, LA, MA, ME, MS, NC, NM, OH, PA, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.