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We serve as your financial compass helping customize a plan to fit your goals

Financial success is not an accident. It is the result of sound decision-making and thorough planning. For the past three decades, high income and high net worth individuals have sought the guidance of Summit Financial, LLC because we do more than point our clients in the direction of financial security. We provide a highly personalized service, comprehensive consulting, and strategic plans that are developed using a collaborative process that involves professionals from a variety of disciplines. Our singular mission is to help our clients improve their financial position.

At Summit Financial, LLC, we take an objective, comprehensive view of financial planning. We consider all the pieces that you have put in place, identify gaps and potential issues, and then develop integrated planning strategies that address the financial challenges you face.

The reality is many high net worth individuals do face complex financial planning challenges often requiring sophisticated solutions. Obstacles to your overall plan’s success may be overlooked with a less thorough and uncoordinated approach. The Summit advantage takes into account all of the potential elements, and it anticipates changes to your financial circumstances over time. This is the best – and really the only way to ensure that your financial plan is successful in achieving your personal financial goals.