Summit Financial Networks Information

Summit Financial is an independent firm dedicated to helping our clients preserve and grow their wealth. We are an alternative to the large, proprietary, and often impersonal, brokerage and financial sales institutions that are typical of the financial industry. We offer a variety of financial services, but specialize in estate planning, portfolio management, retirement planning, investment and income strategies, and tax protections. Choosing the right advisor is one of the most important investment decisions you will make. As a fiduciary, w ith over 29 years of experience helping my clients pursue their goals, a spotless record with my industry's regulatory agencies, I believe I have the credentials to help you too. I understand that trust is something that must be earned. To do that, I will listen to your needs, develop a sensible plan with creative strategies, and always be accountable to you by letting you know how you're doing relative to the goals and objectives we establish. My goal is to protect and grow your wealth so that you can pursue your lifelong dreams. I encourage you to explore my web site to learn more about myself, my firm, and the services I provide.