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Click the box above to learn about Summit's fiduciary responsibility to our clients



Advanced Directives for Ohio -
(Health Care Power of Attorney and Living Will)

www.franklincountyohio.gov/probate/advanced-directives.cfm

Education Planning
SavingForCollege.com
The Smart Student Guide to Financial Aid

Executive Compensation and Benefits
myStockOptions.com

Free Credit Reports
annualcreditreport.com

Ohio Department of Insurance
www.ohioinsurance.gov

Membership Organizations
National Association of Personal Financial Advisors
Certified Financial Planner™ Board of Standards
Financial Planning Association
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
American Association of Individual Investors

Social Security Online
www.ssa.gov

Medicare Online
www.medicare.gov

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