News & Updates

Are You Covering Your Risks with an Umbrella Policy?

Are You Covering Your Risks with an Umbrella Policy?

As you think about insurance, areas like healthcare, auto, homeowners, and life insurance are often the first areas to come to mind. However, a missing piece for many insurance plans is umbrella insurance. This typically affordable insurance can protect your assets from an unexpected event that may severely damage your finances. In this article we will discuss what umbrella insurance is and whether you should have one.

Should You Own a Rental Property?

Should You Own a Rental Property?

Over recent years, direct investing in rental properties has been a popular topic. One of the key attractions of rental properties is the idea of passive income – another source of income to complement your salary or business income that doesn’t involve a lot of extra work.

What Should I Do With My RSUs?

What Should I Do With My RSUs?

Restricted Stock Units (RSUs) are a type of equity compensation reserved for employees. RSUs give employees ownership in the company they work for and allow them to participate in the company’s success. These RSUs can become very valuable and may represent a growing portion of your investment portfolio over time. It is important to incorporate RSUs in your financial planning to ensure you are making the most of this investment.

Get There

SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

975 Spaulding Ave SE., Ste B
Ada, MI 49301
616-425-2150

 

7950 Moorsbridge Rd., Ste 202
Portage, MI 49024
269-459-3090
contact@summitviewadvisor.com
Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.