Summit Financial Planning specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind. This structure not only fits our philosophy that people from all walks of life should have access to professional financial advice, it also ensures that we are offering only objective advice to all clients, unmotivated by kickbacks or commissions of any kind. Summit Financial Planning is compensated strictly on the basis of project fees or assets under management, and we impose no minimum amount of funds in order to engage our services.
Specialties
Financial Planning, College Planning, Retirement Planning, Asset Management, Wealth Management
