January 21, 2020

New Associate Advisor Announced

Summit Financial Strategies, Inc. is proud to announce the promotion of Benjamin Murray, MBA, CFP® to Associate Advisor. Ben joined Summit in 2016 as a Staff Financial Advisor and has proved himself an integral part of our team in providing planning and investment advice to clients and their families. Summit is committed to attracting and … Continued

January 10, 2020

The SECURE Act of 2019

Late last month, as part of the year-end appropriations bill, the President signed into law the Setting Every Community Up for Retirement Enhancement, or SECURE, Act, which is designed to improve retirement for Americans effective January 1, 2020. The new law includes changes that impact individuals and businesses and contains a variety of important items … Continued

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