At DR Summit Wealth Management we understand that your individual financial situation is unique and our approach to investing revolves around developing a customized, disciplined investment policy for each client that considers risk tolerance, diversification, time horizon and financial goals.
To assure a comprehensive strategy in our analysis, we employ a macro approach to financial planning that encompasses 13 aspects of wealth management:
- INVESTMENT PLANNING
- BANKING AND CREDIT MANAGEMENT
- RETIREMENT PLANNING
- EDUCATION AND FAMILY SUPPORT
- TAX PLANNING
- PLANNING FOR INCAPACITY
- BUSINESS SUCCESSION PLANNING
- RISK MANAGEMENT AND INSURANCE PLANNING
- EXECUTIVE COMPENSATION
- TITLING AND BENEFICIARY DESIGNATIONS
- EXECUTOR AND TRUSTEE SELECTION
- CHARITABLE GIVING
- DISTRIBUTION OF ESTATE
Few people will need to utilize every aspect of our wealth management tools, but most people find that several aspects will apply to their situation.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About First Allied Securities, Inc.
Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group ®, a leading network of independent retail broker-dealers.