We’re all about the conversation!
We believe that at the core, families should have a good understanding of their financial foundation. These areas are the building blocks that create opportunities in the future. When income comes in each month and expenses go out, what we have leftover can mean the difference between feeling good about our achievements or concerned for what may lie ahead.
At Summit Financial Services, we seek to gain an understanding of your current picture (what works and what does not), so that goals, issues, and concerns can be brought to light. Our approach is to enhance the cornerstone of one’s personal wealth picture through conversations. Having enough peace of mind and income to last one’s lifetime is no small task and most people have a plan, yet few have tested theirs.
Just like playing a sport, you must understand the rules of engagement before you begin. Whether this is tax planning, paying for school, caring for a loved one, loss of income, turning on retirement distributions, or the possibility of inheritance, one must be fully aware of the rules that each situation poses. When properly understood and aligned with a strategic plan, our goal is to help clients have more money, more time, and more fun in their lives.
Frank Hebert, CPA
Frank Hebert is the proud parent of five children, and his oldest son, Craig, has been working with him since 2001. Frank actively volunteers in the community and through his church, and he is a member of the Bowie Council of the Knights of Columbus. Frank has helped scores of valued clients identify and avoid costly roadblocks that could negatively affect their financial future. He is a sought-after speaker on a host of pressing financial topics and has appeared at such venues as: National Security Agency (NSA), Kennedy Krieger Institute, Communication Workers of America / RMC Local 2108, Glenn Dale Senior Citizens Group, and Centers for Medicare & Medicaid Services (CMS).