Summit Capital Advisors, LLC

309 N. Bryant 

Edmond, OK 73034

jim@jmacpas.com  |   405-348-0615

© 2019 by Summit Capital Advisors, LLC. Securities offered through Avantax Investment Services    , Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services     ** Insurance services offered through an Avantax affiliated insurance agency.

 

Method 10® is property of Avantax Wealth Management     All right reserved 2019. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

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 OUR SERVICES

TAX PLANNING

By leveraging tax and financial advisory experience, Summit Capital Advisors will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens.​
 

INVESTMENT 

PLANNING

Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. Accordingly, the investment strategy you once had may no longer be appropriate or adequate. As life and goals change, your investment strategy may need to change. Summit Capital Advisors will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.
 

RETIREMENT

Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Summit Capital Advisors will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles, with the goal of making sure your income is sustained during the time when you reward yourself for years of hard work.
 

EDUCATION

Considering that education costs increase yearly, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.
 

INSURANCE

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
 

INCOME PROTECTION

Asset and income protection include strategies to shield existing and future assets from potential loss due to a possible disability. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.
 

BUSINESS PLANNING

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Summit Capital Advisors offers comprehensive support for complex business planning needs.
 

DEBT MANAGEMENT

Living with debt may not only cause stress, but may prevent you from living the life you want. Summit Capital Advisors offers effective credit management advice and solutions to help you move past the debt you have and prepare for major purchases and unexpected costs in the future.
 

ESTATE PLANNING

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Summit Capital Advisors will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.
 

SPECIAL SITUATIONS

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Summit Capital Advisors will guide you through these situations to make sure you are prepared.