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Wealth Management Services
At Summit Wealth Advisors, our professionals provide assistance in the following areas:

Financial Planning offered through Lincoln Financial Securities
  • Establishing and defining goals
  • Gathering client data
  • Analyzing and evaluating your financial status
  • Designing a customized financial plan
  • Implementing the financial plan recommendations
  • Monitoring and reviewing the financial plan

Investment Services offered through Lincoln Financial Securities

  • Brokerage Accounts
  • Traditional IRAs and Roth IRAs
  • SEP, SIMPLE & 401(k) Plans
  • Variable Annuities
  • Asset Allocation
  • Alternative investment strategies
  • Reviewing an existing investment portfolio

Retirement
  • Projecting an earlier or later retirement
  • Assessing adequate retirement income
  • Rolling over a 401(k), 403(b) or 457 Plan
  • Managing your traditional IRA and/or Roth IRA
  • Managing pension distributions
  • Providing for medical or long-term care costs
  • Planning for loans, grants and financial aid
Insurance/Protection
  • Term and permanent life products
  • Providing for dependents in case of death
  • Protecting your ability to pay your mortgage
  • Review of your beneficiary designations
  • Transfer on Death agreements
  • Addressing long-term care concerns

Education Funding Strategies offered through Lincoln Financial Securities

  • 529 Plans, Coverdell IRAs, UGMA accounts
  • Comparing the various types of education accounts
  • Establishing and funding education accounts
  • Projecting future education costs
  • Planning for loans, grants and financial aid
  • Gifting and multi-generational planning


Click here to explore Your Financial Future:

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 9043 Perry Highway, Pittsburgh, PA 15237
Phone: (412) 367-3980 
Fax: (412) 367-3989 
Email: info@summitia.com

Securities and Advisory Services offered by and through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Securities offered to residents of AZ, CA, FL, IN,  KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, SC, TX, VA, VT and WI. Advisory services offered to residents of PA & TX.  Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.
 


Check the background of this financial professional on FINRA's BrokerCheck.