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.
How We Work Together
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.
read moreOngoing 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…
read moreEducation 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 Advisors, Inc, 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 Planning
- Real Estate Issues
- Relocation Tax Issues
- Individual Tax Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
Summit Financial Advisors, Inc.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Summit Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
Licensed in CA, CO, MN, OK, OR, WA.