Summit Financial Services, Inc. is an independent, full-service financial planning and wealth management practice, committed to helping our clients achieve their financial goals through customized plans designed specifically for their individual objectives. We are completely independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of investment companies and insurance providers. We recommend only those products and services that can be tailored to meet our clients' unique goals and objectives. We pride ourselves on our high level of professionalism.
Our independence enables us to establish working relationships with a number of investment companies and insurance providers. We recommend only those products and services that can be tailored to meet our clients' unique goals and objectives. We pride ourselves on our high level of professionalism.
Services
Summit Financial Services, Inc. is an established, full-service financial planning and wealth management practice. We provide a comprehensive and active approach to goals-based financial planning. We believe in goals-based portfolio building; your goals, time horizon and objectives guide the investment selection.
Summit Financial Services is an independent financial planning and wealth management practice providing personalized financial programs for individuals and businesses. We utilize a wide array of products and services to build a program to meet your needs. Listed below are some of the major products and services we offer.
We assist clients in the process of developing programs and strategies to reach specific goals and objectives. Our process is based on the belief that the most important decision an investor can make is not which investment to buy, but rather how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk tolerance.
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
Summit Financial Services hosts an annual spring charity golf tournament. All proceeds from our last ten tournaments have benefited the Northwest Georgia Senior Golf Assocation, Eddie King Memorial Scholarship Fund. For more information or to be placed on our mailing list for the Tournament, email clientsvcs@summitfsinc.com.
Reviews
Be the first to review Summit Financial Service.
Write a Review
