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Placer Summit Financial Group

Contact: Rod Waterbury, Partner
Work 1410 Rocky Ridge Dr. Suite 150 Roseville CA 95661 Work Phone: 916-749-3825 Work Fax: 916-749-3821 Website: Placer Summit Financial Group

Biography

Photo of Placer Summit Financial Group

We are Placer Summit Financial Group, an independent wealth management firm founded in 2009 that helps individuals, families, businesses, and retirement plans pursue a broad array of financial goals and lifestyle objectives. Collectively we have over 55 years of experience in the financial services industry, and we strive every day to make a meaningful difference for our clients. We use comprehensive planning and implement sound investment management techniques to take advantage of opportunities and to mitigate risks present in the global financial markets.

Notes

Investment Management

Your goals and risk tolerance are likely to change over time and we appreciate the importance of being flexible in our approach with managing your assets.

The global markets cycle between boom and bust while the global economy cycles between expansion and contraction.

For more information about how we work with investment management clients see also Our Investment Philosophy and Process

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.

Financial Planning

The financial planning process is like designing a car trip across the country. Unless you have a reliable GPS device in your car, you probably would never drive from California to Rhode Island or from New York to Arizona without some sort of a map to guide you on your way. Like a car trip, your journey to where you want to go with your life would likely go smoother if it involved planning.

Retirement Planning

The word “retirement” has become a moving target for most Americans. What “retirement” means to one person means something completely different to another.

Risk Management

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive process that evaluates all potential risk factors.

Education Planning

Whether you are paying tuition costs now or saving for a future goal, it is important to ensure that your strategy for funding an education is compatible with your plan for your retirement and your other financial objectives. Tax considerations must be considered and evaluated also before choosing a specific strategy.

Estate Planning

Although we are not practicing law, Placer Summit’s professionals are knowledgeable about various aspects of estate planning and can help you identify where your current plan for your estate may need to be updated so that your goals and your family’s needs are satisfied.

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