Our mission is to provide a customized client experience by delivering professional financial advice and strategies in the areas of insurances, investments, taxes, retirement and estate planning. We strive endlessly to improve our value to our clients by being the primary resource for comprehensive wealth management.
Providing high quality in financial planning for our clients is of the utmost importance to us. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Providing high quality in financial planning for our clients is of the utmost importance to us. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our practice is designed to create lifetime relationships by developing a financial plan to help accumulate and preserve client's assets.
Choosing a Financial Planner is essential to aligning and pursuing your goals. Part of that decision should be affiliating yourself with a financial professional with the Certified Financial Planner (CFP) designation. A CFP has completed extensive training and experience requirements, and is held to rigorous ethical standards.
This is one of the most common questions that we are asked and one of the most important. There are several different factors that go into deciding how your money should be invested such as your age, your experience with investing, your knowledge of different types of investments, as well as what your goals are.
While we don't want to think of losing a loved one, a proper financial plan will have provisions in place for worst case scenarios. Money can never replace the emotional loss one will feel in a situation where a bread winner passes away, but it can help reduce the financial burden on the surviving spouse.
Reviews (1)
Zack Jordan
Sep 17, 2017
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I've had my personal finance do a complete turnaround once I began working with Glennel from Summit Financial. I came into it with a good chunk of credit card debt, minimal savings or equity. Besides the sound investment advice she's given me since our first meeting, Glennel has an incredible talent for finding ways to save on all your monthly expenses without sacrificing lifestyle (and in my case, improving it, go figure). I've literally turned my financial life around, increased savings, eradicated all credit card debt and even was able to purchase my dream home just over a year ago. I was always
