All-Inclusive Financial Services for Southeast Michigan
Financial Planning | Portfolio Analysis | Tax Reduction
Summit Financial Consulting LLC
Working With People You Trust
Since 2003, Summit Financial Consulting LLC has been assisting individuals and businesses create strategies for their financial needs.
We are a family business, have a fiduciary responsibility for our clients, and always want our clients to feel at home! We take great pride in what we do and appreciate the process of helping our clients pursue and maintain financial security.
We have four business units onsite that operate together as a “One Stop Shop” providing our clients comprehensive strategies under one roof. By giving clients the option to tie these services together, we believe we’re able to create an ongoing, customized financial plan with a concierge level of service. We also have access to attorneys who can assist with our client’s estate planning needs.
Our four companies include:
• Summit Financial Consulting LLC
for investment needs
• Summit Health Services LLC
for health insurance
• Summit Tax Services LLC
for tax planning, tax return preparation and
bookkeeping services
• Summit Insurance Services LLC
for property and casualty insurance
Contact Us Today
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Our Services
We offer a full suite of financial services
Retirement Planning
We Can Guide You Towards a Successful Retirement With a Comprehensive Plan.
Legacy Planning
Let Us Help Navigate You Through the Complicated Process of Legacy Planning.
Social Security
Maximizing Your Social Security Benefit Can Be Tough. Let Summit Help!
Our Process
The Summit Process.
A comprehensive planning process is crucial for creating a financial plan that considers your needs now, and that plans for the future in the most tax efficient manner possible. We will be happy to provide a Fiduciary review of your investments and retirement plan. Using independent research, we’ll show you what hidden costs you’re paying, as well as provide a risk and performance review. It is our goal to assist you in building a strong financial structure that will stand the test of time and grow with you and your family.
Summit Absolutes
We are an independent, private, family owned investment advisory firm and customer service is our #1 priority.
Our focus is on what is best for our clients, not what is best for our compensation. A lot of people don’t realize how much discretion investment advisers have when it comes to their compensation. No member of our team has ever had a mediation, arbitration, or lawsuit with the Securities and Exchange Commission, FINRA, the State of Michigan, or any broker dealer.
We are a Registered Investment Advisory Firm located in the State of Michigan and registered with the Securities Exchange Commission. We have a fiduciary responsibility for our clients and are required by law to do what is in their best interest.
We prepare a complete Financial Plan for our clients. We put ourselves in our client’s shoes before we make any recommendations.
Over 20 years, our number one source of new clients is “word of mouth” referrals.
The Summit Team
Summit Financial Consulting LLC
Working With People You Trust.
43409 Schoenherr Road
Sterling Heights, MI 48313
Phone: 586-226-2100
Fax: 586-226-3584
info@summitfc.net
The Fine Print
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.
Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.
Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.