Here are a few resources to help ease your journey. However, please don’t hesitate to contact your advisor for whatever you need. That’s what Summit is here for.

Investment Presentation
College Planning Checklist
Ensuring Your Assets Are Safe

 

Account Custodian Access:
Charles Schwab & Co. Login
Fidelity Investments Login

 

For our Wealth Management clients:
Personal and Family Information
Cash Flow Worksheet
Data Gathering Checklist
Instructions In The Event Of Incapacity

 

For our Investment Advisory clients:
Personal and Family Information
Instructions in the Event of Incapacity

Contact Us

If you’d like to learn more about our services, please fill out the form or call us direct at (614) 885-1115.

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