During our meetings together to review your financial plan, we’ll create a personal Investment Policy Statement that will help your team build a customized, long-term strategy. Your portfolio will include a mix of thoughtfully selected investments designed for the long-term, rather than timed to the market.

And, because we are a fee-only firm and do not accept commissions from the products we recommend, you can be absolutely sure that our recommendations are based on your best interests alone.

Investment Presentation

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