For our future clients: Investment Presentation Confidential Questionnaire Ensuring Your Assets Are Safe
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
If you’d like to learn more about our services, please fill out the form or call us direct at (614) 885-1115.
Summit Financial Strategies 7965 N. High St. #350, Columbus, OH 43235 t: (614) 885-1115 f: (614) 885-1495