Succession

"Hi, I'm Lacey Jordan. My business partner Tracy Thornlow and I were concerned about the worst-case scenario: what if something happens to one of us, and we planned succession way down the road? By joining Summit, they've developed departments that can support us in establishing a succession plan and support so that we can continue to serve our clients and have our staff thrive, grow, and expand their roles by using people with specific expertise. It's a perfect fit and a perfect solution for us and, therefore, for our clients."

-Lacey Jordan, CFP®, ChFC®

Join Summit

Succession Planning at Summit

A succession plan isn't just about planning for your exit—it's about securing the future for your clients, your team, and your practice's legacy. By joining Summit Wealth Group, you can benefit from a supportive environment that emphasizes long-term planning and the well-being of your future.

Recruiting/Hiring

Advisor Development

Team Support

Continuity