Plan For Your Future

Keep Your Retirement
Simple and Predictable

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WHAT WE DO


We combine strategy, technology and experience with the goals, dreams and desires of our families to create efficient financial solutions that tackle complex situations.

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Our Philosophy

At Summit Financial Services, we believe everyone deserves access to quality wealth management solutions that allow them to focus on the core areas of their personal lives with greater security and peace of mind. With comprehensive care and counsel, we guide our clients to and through college and retirement.


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Attend A College Workshop

Free College Workshop - How to Get More Scholarships & Grants In this workshop, you will learn:

  • How to navigate the confusion caused by the recent FAFSA deadline changes
  • How to send your child to an expensive private college for less than a state school
  • How to pick the right schools that will give you the best financial aid packages
  • How the U. S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration

Due to the popularity of our free community events, seats fill up quickly, RESERVATIONS ARE REQUIRED.

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Why Choose
Summit Financial Services?

Because we pledge to meet you where you are, and take you where you want to go.

We are proud to be an independent financial advising firm that focuses on client goals, not product sales. After 25 years and multiple economic cycles, we continue to successfully grow and manage the wealth of our clients. As a fee-based firm, our priority is your financial health. We invite you to attend one of our free online or local workshops to learn more about our philosophy and process.

ABOUT US

How Can We Help You?

At Summit Financial Services, we are in the business of helping people, and that's what we strive to do every day. We help our clients save money, we help businesses reduce risk, and help families to protect and preserve their financial futures.

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