Client Portal & Resources
Summit’s proprietary T.R.A.I.L. methodology ensures that every area of your financial life is considered and connected, so nothing important falls through the cracks.
Client Portal Resources
Orion Planning
Review your full financial plan, track your progress toward retirement goals, and securely share documents—all in one place.
Log-InCharles Schwab
Log in to your Charles Schwab account to manage your portfolio, access statements, and see your holdings securely anytime.
Log-InTax Tool Calculator
Use our secure tax calculator to estimate your retirement tax liabilities and explore potential savings strategies.
Tax CalculatorHow Ready Is Your Financial Future?
Take a quick assessment of your savings, investments, taxes, protection, future income planning, and legacy preparation. In just a few minutes, you'll receive an educational readiness score designed to help identify areas that may deserve a closer look.
Take the AssessmentFree • About 3–5 minutes • No obligation
Who's Your Sherpa?
Retirement Education Video Series
Live On $100k Tax Free In Retirement | Here’s How
I’ve Seen Retirees With Less Money Feel Far More Secure
The 60s Retirement Mistake That Hurts More Than a Bear Market
Take the Next Step Toward a Confident Retirement
Let’s talk about your goals and create a plan that brings you peace of mind for the years ahead.
Schedule an Initial Free Consultation