Summit Financial Advisors

Summit Financial Advisors We offer comprehensive financial planning and wealth management services to help you reach your goals

We offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals. Our prospective clients often approach us with the following questions:

• Am I saving enough?
• When can I retire?
• How do I tran

sition from accumulation to distribution?
• Are my assets properly aligned for my risk tolerance? Are they working as hard to accomplish my goals as they should be?
• My financial life has become too complicated. How can I make it easier?
• Can I afford to send my children to college?
• How can I transition my business?
• Is my family properly protected against an unexpected loss of income? At Summit Financial Advisors, we understand these challenges and can offer targeted strategies to help address your goals. We value strong relationships built on an in-depth knowledge of our clients’ financial situation, focusing on their short and long-term goals and objectives. Our independence and ability to offer unbiased advice uniquely positions us to be our client’s primary advisor, working as a liaison with other professionals in your life to accomplish your goals. Our ability to build trust and long-lasting relationships with our clients is the cornerstone of Summit Financial Advisors. Through our time-tested process, our advisors and licensed staff are able to handle all of your servicing needs. Backed by the strength of Level Four Financial along with the expertise of our network of specialists from Level Four Advisory Services, we strive to guide your financial journey from base to summit.

Many estate planning problems aren't the result of neglect. They're the result of good decisions that were never revisit...
06/22/2026

Many estate planning problems aren't the result of neglect. They're the result of good decisions that were never revisited. Click below to find conversation starters that can help families talk about this without it feeling confrontational.

Intentions are great. Outcomes matter. Here's what to know.

A deed that doesn't match the tax plan. Beneficiary forms that contradict the will. A trust that was never funded. None ...
06/15/2026

A deed that doesn't match the tax plan. Beneficiary forms that contradict the will. A trust that was never funded. None of these are careless mistakes. They're what happens when estate planning decisions get made one at a time, over years, without looking at the whole picture.

Adding a child to the deed? Read this.

Do you know who's listed as the beneficiary on your retirement accounts right now? Not who you'd like it to be — who's a...
06/08/2026

Do you know who's listed as the beneficiary on your retirement accounts right now? Not who you'd like it to be — who's actually on the form. Many Americans have never updated theirs. And in many cases, those forms don't follow your will. They supersede it.

It's a system that needs to connect.

A parent puts their child on the deed to avoid probate. Makes sense, right? Except the IRS may treat it as a gift — and ...
06/01/2026

A parent puts their child on the deed to avoid probate. Makes sense, right? Except the IRS may treat it as a gift — and instead of inheriting the home with a stepped-up basis, the child gets the parent's original cost basis. On a home that's appreciated for decades, that could mean capital gains taxes on hundreds of thousands of dollars.

A forgotten form can override your will.

“Worry often gives a small thing a big shadow.” — Swedish proverb When you think about retirement spending, does it feel...
05/08/2026

“Worry often gives a small thing a big shadow.” — Swedish proverb When you think about retirement spending, does it feel clear — or does it feel heavy? Click below to explore how retirement spending actually changes over time. The patterns may surprise you — and take some of the pressure off.

New research challenges old ideas of retirement.

When you think about retirement, what concerns you more right now: enjoying the early years enough, or making sure later...
05/01/2026

When you think about retirement, what concerns you more right now: enjoying the early years enough, or making sure later years feel more secure? That tension is real. But it often comes from picturing retirement as one steady phase where nothing changes.

What is the point of retirement?

Does retirement spending really stay the same year after year? Many people might assume it does. But researchers tend to...
04/24/2026

Does retirement spending really stay the same year after year? Many people might assume it does. But researchers tend to see something more dynamic: •Early on, spending often reflects freedom and energy, with more going toward travel, hobbies, and long-planned experiences. •Over time, routines tend to simplify, priorities shift, and spending naturally adjusts. •Later, overall spending often drops, even as health-related costs become more prominent. These patterns suggest that retirement rarely follows a flat, unchanging path. And understanding that can influence how you think about planning.

Data shows retirement rarely follows a steady path.

When you think about retirement, what worries you more? Spending too much too soon? Or holding back so much that you mis...
04/17/2026

When you think about retirement, what worries you more?

Spending too much too soon? Or holding back so much that you miss out on the years when you feel your best?

Many people feel that tension. Not because they haven’t planned carefully.

But because retirement can feel like a high stakes balancing act.

When researchers study how spending may change across retirement, they see patterns people may not expect.

Retirement is for living, not just saving.

Address

10900 Wayzata Boulevard
Minnetonka, MN
55305

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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