David M. Walther, CPA/PFS, JD

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Eldercare Resources

about Nonmedical Home Care about Home Health Agencies about Hospice Care about Medical Equipment about Home Maintenance about Veterans Benefits about Medical Alert about Geriatric Medical Care about Care Management about Reverse Mortgages about Elder Law & Medicaid about Estate & Trust Planning about Financial / Insurance Help about Seniors Relocation SRES about Nursing Homes about Adult Day Care about Assisted Living about Alzheimer's Care about Funeral & Burial Planning

The Eldercare Resource Articles above are written to help you understand the need for and the process of planning for long term care.

There are four key steps to successful long term care planning.
1. Knowledge & Preparation
2. Proper Funding
3. Using Long Term Care Professionals
4.Creating a Personal Care Plan and Choosing a Care Coordinator

David M. Walther, CPA/PFS, JD

Summit Advisory Services is a financial planning and investment consulting firm located in St. Louis. Our team of financial planning professionals provide practical solutions to meet the financial needs of individuals and businesses alike.

The cornerstone of our successful approach is a comprehensive, integrated analysis of a client's financial situation. Through this process, we identify areas on which to focus and develop a comprehensive strategy with complete, peace-of-mind solutions. We anticipate a long-term relationship with our clients, rather than a one-time transaction.

If we can be of service to you, please do not hesitate to contact us at (314) 480-1393, or info@summit-advisory.com.

Our Services for Individuals and Families:

Comprehensive Financial Planning

Asset management
Investment planning and review
Education funding
Disability analysis
Life insurance
Retirement planning
Long term care
Tax reduction strategies

Estate Transfer and Protection

Minimization of estate tax
Funding estate tax liability
Asset protection
Maximization of family wealth

Family Wealth

Family Wealth Creation
Family Wealth Preservation
Family Wealth Transfer

Summit Advisory Services offers a wide range of value-adding services for our business and corporation clients, including consultation on:

Retirement Plans
Non-Qualified Retirement Plans
Business Continuation Planning
Business Succession Planning
Group Insurance
Risk Management

request help or information by filling out the form below

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service area
	Proudly Serving St. Louis City & County, Jefferson County, Franklin County, & St. Charles County.
contact us
	David M. Walther Summit Advisory Services, LLC 1034 S. Brentwood Blvd., Ste. 1910 St. Louis, MO 63117 Phone #: (314) 480-1393 Web: summit-advisory.com
member of the MoCPC
	Member of the St Louis Advisory Board with the Missouri Care Planning Council.
about the MoCPC
	The Missouri Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.