SummitView Advisors is a fee-only financial planning and investment management firm based in Portage, MI. They offer comprehensive services to business owners, retirement professionals, and individuals with stock compensation, helping them achieve their financial goals and live life on their own terms.
With a focus on providing expert advice and guidance, SummitView Advisors listens to their clients' needs and designs customized financial plans to maximize their assets and accelerate their progress. Their planning process is tailored to each client's specific needs, building confidence in their financial plan and ensuring they stay on track through life's seasons.
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