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"An investment in knowledge pays the most interest." ~Benjamin Franklin


Join me! Online education-based webinars. New topics added regularly.

In these webinars I review current trends, strategies, and solutions to help you maximize your retirement and financial planning. Learn common mistakes, obstacles, and ideas from my 20 years in helping clients plan their financial future. Bring your questions or email me in advance. 

September 30 4pm EST - Social Security Planning: Five Things You Need to Know. Join me as I review Social Security quick facts, key risks, fundamentals, and five things you need to know about this important retirement benefit.  Register Here


Better outcomes through better planning. 


Branch Address: 300 Harvest Ridge Rd. Stratford, CT 06614. Summit Financial, LLC. is a SEC Registered Investment Adviser ("Summit"), headquartered at 4 Campus Drive, Parsippany, NJ 07054, Tel. 973-285-3600. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. 

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