Some examples of how we collaborate with other professionals include:

 

Attorneys
Estate planning and coordination
Business entity selection
Business succession planning

 

Accountants
Income tax strategies and planning
Year-end tax reports
Retirement plan selection

 

Insurance agents
Life, disability, long-term care insurance needs analysis
Medicare plan selection
Asset and income protection
Evaluation of potential risks

 

Bankers and mortgage brokers
Financial statement updates
Mortgage and refinancing strategies
Business lending strategies

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495