Everyone talks about trust, but there are times when few understand what it really is. The choice to trust another with your money and especially your individual roadmap to a safe and comfortable retirement is clearly one of the most valuable currencies in today’s economy. The cornerstone of the Summit Pointe Financial “team approach" consists of four distinct assessments of honesty, reliability, competence, and personal and professional care; as a multi-talented team, we focus on every individual, family, and business owner we are honored to serve. Our unique trust-based planning approach starts not with the goal of selling, but rather the opportunity to serve.
A lot has changed in our economy, yet some traditional financial experts continue to recommend the same investing philosophy of “buy and hold, remember we are in this for the long-term." At Summit Pointe, we took a page out of the medical playbook by systematically asking the right questions to learn more about your holistic personal, family, and legacy goals; we go beyond traditional financial gurus. Think of us as your financial doctors.
Ironically, many in the financial planning marketplace are more than happy to offer one-size-fits-all solutions without regard to you and your family’s most important priorities. We feel our team-based fact finding approach at Summit Pointe is today’s game-changer. Our comprehensive financial planning x-ray begins with a “client-first” consultation to confidentially learn more about your aspirations and objectives. We clearly understand that our responsibility is to work alongside you and your family to guide you on the pathway to stress-free financial health.
There are many financial decisions we make each day, based on information we believe to be correct; one of the biggest problems we identify is the inability to focus on what little time we frequently place on planning our financial future or managing our investable assets. It is so true; we often spend more time planning our vacations than we do planning our finances. The Summit Pointe team approach provides educational value and personalizes your experience. We actively listen to your pain points and, most importantly, we stay in touch.
The Summit Pointe team represents a skillful resource in all aspects of financial planning including retirement and investments strategies, risk management, charitable giving programs, life insurance, long-term care and disability needs, employee/executive benefits, Medicare/Medicaid options, and inclusive educational workshops for individuals, families, and business owners. Additionally, estate planning services are provided by our in-house legal counsel, Jason Moehlman.
The Summit Pointe team consists of 27 financial professionals working collaboratively to take advantage of each team member’s unique strengths to achieve the best possible outcomes for our clients. The bold vision of Chris Heckadon, Tim Alvarado, and Kevin Kemmerer, many years ago has forged one of the most respected financial firms with five full-service office locations including Lee’s Summit, Overland Park, Lawrence, Topeka, and Des Moines.
We lead the way we live with integrity and credibility. The most important partnership is our commitment to give back to the communities and organizations we embrace. We realize people connect with people who are authentic and community focused. Whether it is through education, support for local causes, or empowering individuals and families; Summit Pointe Financial pledges to be a positive community ally.
The financial services industry is quite competitive, with many firms offering an endless range of services; we have heard so many times, “how do you emphasize your unique value to potential clients in a competitive market?”
Summit Pointe’s distinctive approach is quite simple, we use clear and easy-to-understand language; we truly listen to your personal story, openly discuss your wants and needs, and work together to develop your step-by-step flexible financial plan that will help you and your family adapt to unexpected expenses, income fluctuations, market volatility, and life’s evolving priorities, all while focusing on your goal of financial security.
Summit Pointe’s mission is to offer you and your family the highest quality client experience by maturing a mutual relationship of trust and confidence.
Are you ready to plan for a better tomorrow for you and your family?
Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. Jason Moehlman is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.