Your vision. Our guidance.

What Is Truly Important In Your Life?

Life is not a dress rehearsal – you either get it right the first time or you don’t. As your wealth grows life doesn’t get simpler, it gets more complex.

This is why Summit’s Work-Optional Lifestyle planning process sets us apart from everyone else. Our Work-Optional Lifestyle planning focuses on financial flexibility. Many of our clients are not interested in retiring, but they are very interested in knowing that they are in a position to retire.

Our Work-Optional Lifestyle Process helps our client’s transition from being affluent to becoming wealthy. What is the difference? The Affluent work for their money and the Wealthy have their money work for them. At Summit Financial, we focus on helping you clarify what is truly important to you and then design a personal strategy to help simplify your life and take control of your financial future.

Summit is a federal registered investment advisor. Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.