Stiff Rowlands Competitors

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820

At Ascendant Financial®, we help individuals, families, entrepreneurs, and business owners across Canada and the United States take greater control of their financial future through education, strategy, and personalized guidance. Since 2008, we have been a leading educator and advisor in the Infinite Banking Concept™, empowering clients throughout North America to build wealth, improve cash flow, create financial certainty, and establish lasting legacies. Our approach challenges conventional financial thinking by helping clients become more intentional about how they save, grow, access, and transfer wealth. With licensed advisors operating in both Canada and the United States, we provide customized wealth-building strategies, life insurance solutions, estate planning guidance, and financial education tailored to each client's unique goals. We are committed to delivering exceptional service, practical solutions, and ongoing support that create meaningful results for generations to come. At Ascendant Financial, we believe financial freedom begins with financial understanding. Our mission is simple: empower people to take control of their money, their future, and their legacy.