Our Services

We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning

We’ll help take the mystery out of retirement planning. You will get help making the most of your employer-sponsored retirement plans and IRAs. We’ll work with you to determine how much you need to retire comfortably. You’ll get help managing your assets before and during retirement.

Tax Management

We work with you to develop tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. We can also refer you to qualified tax specialists.

Estate Planning

No matter where you are on your investment plan, it’s important to have an estate plan in place. We will work with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. We will also coordinate with your tax and legal advisors.

Education Funding

Sending your children off to college can be an emotional and overwhelming occasion. We want to assist you by taking the worry of paying for your child’s education off your list with a plan that is as unique as your family. You will get investment and accumulation strategies to help you pay for your children’s education.

Risk Management

We can review your existing insurance policies to make sure you are adequately covered. We can also help find the best policy for your situation.

Investment Planning

Get the guidance you need to to save for your future. Whether that means determining your asset-allocation needs, helping you understand your risk tolerance or getting recommendations for the appropriate investment vehicles to help you reach your goals, Davis Global Investments is here to help you.

Employee and Executive Benefits

Get the help your business needs attracting and retaining qualified employees through benefit packages.

Summit Brokerage Services Inc., and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

Insurance products are offered through and are underwritten by unaffiliated insurance companies.