Brendan Noonan, Cfp® Email & Phone Number

We may be biased, but at Summit Financial Group, we feel we do it the right way. As a fee based financial planning firm, every recommendation that we make is voiced because we feel it is in the best interest of our clients. Believing that no one should have to navigate the intricate world of finance alone, we work with clients to establish a comprehensive financial plan aimed at reaching their future financial goals. With that in mind, I take great pride in my ability to break the mold of speaking in industry jargon by explaining complex financial matters in layman’s terms.WHAT CAN I HELP YOU WITH?ASSET MANAGEMENT – If you don’t know your goals, it is difficult to manage assets appropriately. After we establish your financial plan and understand your goals, I manage your assets toward those goals. RETIREMENT PLANNING – As a CFP® I can help you identify how much you need to retire and develop a game plan on how to get there. Once you enter retirement, I build and income plan to generate the income necessary to live the life you set out to live.MULTIGENERATIONAL WEALTH PLANNING – With so many generations of client families, I assist with wealth transfer to the next generation and working with families to transition those assets seamlessly. ESTATE PLANNING – There are many complex issues when it comes to planning your estate. I can help you navigate these issues and consider things that may not be top of mind. PLANNED GIVING – By structuring a planned gift to your favorite charity you can utilize different assets to give more efficiently.I am always looking for an excuse to play some golf and love getting connected with a great charity, like Lazarex or World Vision.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Listed skills include Planned Giving, Wealth Transfer, Multigenerational Planning, Retirement Planning, and 5 others.

• 

  St. Mary'S College Of California

  Accounting, Economics