FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
Summit Financial is an independent financial planning and asset management firm that specialize in creating tailored and sound financial plans primarily for the needs of retirees and pre-retirees. We work with University clients, who often have the intelligence to do their own investment and financial planning, but do they have the time it takes? We also serveprivate client, whos have more access to investment strategies and financial planning tools, therefore they need our help to develop, calculate, coordinate and implement it. Let us save time and do the work.