Client Centered
Our first priority is always to focus on the needs and concerns of our clients. Once these are understood, our recommendations reflect their values, goals, and best interests.
Ongoing Evaluation and Review
Our systematic and disciplined approach is designed to keep important details from being overlooked and to make sure that portfolios are meeting the benchmarks and objectives that have been agreed upon…
Education Oriented
We take time to educate our clients so that they understand the investments being recommended and the strategies being used in their financial plans.
At Summit Financial and Investment Advisors, we provide assistance in the following areas:
Investments
- Managed Portfolios
- REITs
- Public Equipment Leasing
- Public Oil & Gas Partnerships Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Tax Considerations:
- Review client tax returns
- Consider IRA contributions
- Consider a qualified plan
- Consider business entity structure if applicable
- Consider tax loss harvesting
- Review tax benefits and consequences of investments
- Coordinate with CPA, accountant, tax attorney or licensed tax advisor
Summit Financial and Investment Advisors
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representatives) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.