FUTURE CLIENTS
We invest in collaboration.
Summit Financial isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next.
We collaborate with you
forming a close relationship that informs our recommendations.
We collaborate with each other
assembling a team of professionals working behind the scenes to help meet your aspirations.
We collaborate with other experts
in the financial community, a network that helps us coordinate a plan to reach your goals.
Finally, a fundamental difference between Summit Financial Strategies and other wealth management firms: we do not accept any compensation whatsoever from the financial products we recommend. As an independent fee-only firm, we are free to make recommendations to best meet your needs.