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Guidance to Help You Navigate Financial Decision-Making

Life is what happens when you’re busy making other plans.

John Lennon

Planning is About You

Cookie-cutter plans don’t work. No two people are the same, nor do they share the same goals and objectives. Our financial planners create custom financial plans that take into account the many factors that make up your life, financial profile, and your wishes.

We choose from among a wide range of financial tools and products for the best chance of building wealth for our clients. Active portfolio oversight ensures that once your plan is enacted, your wealth planner manages your assets and consults with you to recommend changes when strategies need adjustment.

Guidance to Help You Navigate Financial Decision-Making

Socially Responsible Investing

It is not easy to change the world, but your investment choices may be able to nudge it in the right direction. The more aware you are about your investing options, the greater the opportunity to have a social impact in the areas that are most meaningful to you. 

At Summit Financial, we recognize that it’s important for many of our clients to create a portfolio that builds wealth while honoring their core values.

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Guidance to Help You Navigate Financial Decision-Making
Summit Financial

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