”Our mission is simple: help people retire with clarity, confidence, and control, without unnecessary risk or complexity. We want clients to understand their plan, not just have one.
David FisherManaging Broker & CEO
About Our Firm
You deserve a plan, not a pile of products. We built this firm from a deeply personal lesson: even the most carefully prepared people can enter retirement without a true plan. We look beyond investments to understand how your wealth will actually support your life. From income and taxes to market risk, fees, and the people who depend on you, our aim is to build a clear, coordinated strategy for the years ahead. We lead with data over opinions, strategy over guesswork, and honest guidance over sales. Because you deserve to know where you stand, understand your options, and have a clear view of where you’re going.
| ✓ | Fiduciary commitment to your best interests |
| ✓ | Strategies designed to reduce lifetime tax liability |
| ✓ | Active risk management through market volatility |
| ✓ | Transparent fee structure with clear, straightforward costs |
About Us
Our Philosophy
At Summit Income Planning Group, we believe that true wealth management goes beyond simple investment selection. It requires a comprehensive understanding of how taxes, legislation, and market cycles impact your long-term security.
We combine institutional-grade asset management with tax-conscious planning and insurance-based strategies to help high-net-worth individuals pursue greater efficiency, resilience, and long-term confidence. Every strategy is tailored to your unique goals, with a focus on preserving wealth while creating a more intentional path forward.
Our ServicesOur Services
Our philosophy is built around three core pillars:
Principal Protection
Insurance-backed strategies and risk-conscious portfolio design intended to help preserve capital through changing market environments.
Tax-Efficient Growth
Thoughtful planning designed to help reduce unnecessary tax exposure and create greater long-term efficiency.
Institutional Access
Gain entry to elite asset managers and investment strategies typically reserved for institutional investors.
We operate under a fiduciary standard, meaning every recommendation is guided by a legal and ethical obligation to act in your best interest. That responsibility shapes how we build relationships, construct strategies, and steward long-term wealth.
Fiduciary Standard Retirement Planning
Unbiased advice putting you first
Unbiased advice putting you first
Decades of Experience
Proven strategies through all market cycles
Proven strategies through all market cycles
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Leadership
Our Founders
A team dedicated to guiding clients through every stage of their financial journey.
David Fisher
Managing Broker & CEO
Meet DavidMeet David”Our mission is simple: help people retire with clarity, confidence, and control, without unnecessary risk or complexity.
David FisherManaging Broker & CEO
Carlos E. Colon
Managing Broker & COO
Meet CarlosMeet Carlos”The goal isn’t just to retire. It’s to retire with confidence, clarity, and peace of mind.
Carlos ColonManaging Broker & COO
