by levidjones | Jun 28, 2017 | About the Firm
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. Our web-based portfolio management...
by levidjones | Jun 28, 2017 | About the Firm
How We Work Together Get Acquainted Our initial meeting is first about you; your goals, your needs and your dreams. It’s also your chance to kick our tires and understand who we are, and how we work to help you get to where you want to be. We will explain our...
by levidjones | Jun 26, 2017 | About the Firm
Meet Jim and Nancy 3 Jim Franceus, CFP®, has over 40 years of experience as a financial service professional and advisor. His expertise includes investment management and portfolio design, retirement planning, tax planning and estate planning and business...
by levidjones | Jun 26, 2017 | About the Firm
Company Bio 3 Summit Financial and Investment Advisors is a boutique financial services firm, dedicated to helping it’s clients achieve peak performance in the pursuit of their financial goals and dreams. What Sets Summit Apart? Independent Advice We...
