Summit Wealth Advocates has been working with UHG/Optum employees for a number of years. Because of our experience, we feel we can assist those clients by developing a Financial Plan that lays out the specific steps necessary to improve their chances of achieving financial success and reaching their goals.

While we do not work exclusively with employees of United Health Group or Optum, Summit Wealth Advocates has developed an expertise in:

  • Multi-year tax reduction strategies
  • The company's varied stock option plans
  • The Traditional & Roth 401(k) plans
  • The Employee Stock Purchase Plan (ESPP)
  • Deferred Comp Plans
  • Life and disability insurance
  • Other company benefits

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