Summit Wealth Advisors

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A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a childâ??s college education or planning for retirement. A plan must reflect its ownerâ??s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.