Summit Pointe Financial Group, LLC
608 SW 3rd ST, Lee's Summit, Missouri 64063 United States
Tell us your story. What does your business offer its customers and what drives you to be the best provider of this service/product?:
SPFG is a full service financial planning firm. We do both fee based and non fee based financial planning for small businesses and families. We coordinate the planning process and then implement products and services ranging from investment planning, asset management, 401k's, annuities and IRA's to life, disability, long term care and health insurance.
What is the business culture? Tell us why others would want to work with/for you?:
When we meet a new prospect, we always make the assumption that they have or are already working with someone in our field of expertise. Our goal is to provide ideas or strategies that maybe their current advisor hasn't brought to the table. If they are not working with anyone, then we begin the process and keep it at a level where the client is fully engaged from the beginning. We want them to understand the process and why they are going thru the planning process.
What is a business success story from the previous three years?:
When we work with clients, we establish them a planning portal that is accessible via online access. We had a client recently accept a contracting position in the UAE. Being on the other side of the globe and a 9 hour time difference, it makes it a little tougher to do client reviews. We simply schedule a time and skype our review meetings to review his investment portfolio and overall planning. He and his family will be there for 3-4 years, but we keep the planning process in motion with technology.
Time to toot your own horn? Give us three reasons why your business rocks and why you love what you do.:
- Our company slogan is "Big Enough To Help, Small Enough To Care". We treat every client as our only client with service.
- Our mission statement is "Enriching The Lives We Touch". I firmly believe that every client can enhance their situation when working with someone that cares about their situation.
- We are a locally owned firm, with advisors throughout the midwest, but we have clients in 30 states and in countries around the world that we provide service too.