Teaming up with experienced financial professionals to make sense of it all may be one of the smartest decisions you’ll ever make. For many people, the professionals of choice have been Frank and Craig Hebert. A father and son team whose combined experience and skills enable them to provide comprehensive planning for a variety of clients. Summit Financial Services is an Eldersburg, MD financial advisor providing financial planning strategies aimed towards helping you secure your retirement.
For years our family has helped other families and individuals achieve their financial goals through our comprehensive planning strategies and solutions.
We take the time to understand your individual needs and goals, so we can create a customized financial plan that works for you.
Dedicated to helping you navigate the intricate world of personal finance with your mission in mind and no limitations to design.
We have the knowledge and wisdom to clarify even the most complex financial situations and tax obstacles.
By answering a few simple questions about your current financial position, we can calculate where your current financial journey is heading as well as determine the answers to these four questions.
There are four very important financial questions that everyone needs to know the answer to.
Traditionally, it takes 4 years to earn a bachelor’s degree, but 96% of confirmed bachelor degree earners complete their degree in 6 years with an average attendance cost of $156,162. (sourced from educationdata.org, updated 6/26/2023)
We also understand that every family’s financial situation is unique. That’s why we offer a range of college planning services to meet your needs and help you create a plan that works for your family.
In the United States savings expectations for a comfortable retirement increased by 10% to $1.04 million in 2021. (sourced from annuity.org, updated 7/5/2023)
By saving for retirement, with the help of a professional retirement planning advisor, you can ensure that you have enough money to live comfortably and enjoy your retirement years.
As of 2021, 76% to 89% of medical school graduates leave school with an average of $203,062 in total education debt, according to the Association of American Medical Colleges. (sourced from credible.com, updated 4/6/2023)
Due to increased regulations and decreasing reimbursements, physicians have less time to spend on financial planning. We believe that the unique needs of doctors deserve special attention, and as financial planners for doctors, we can help you design a plan that addresses these challenges.
Due to the popularity of our free community events, seats fill up quickly, RESERVATIONS ARE REQUIRED.
Finally, there is someone who can help college-bound families navigate the complexities of college selection, admission, and financing - he is College Craig. His real identity is Craig Hebert, and he has helped many families from start to finish find the right college, increase chances for admission, and craft a customized financial plan for paying for college.