Work With People You Trust

Investment Management

Investment Management

Need A One-Liner Related to Investment Management

We review all of our investment portfolios and investment holdings on a daily basis. We subscribe to the best independent research, in our eyes, that is available today. Using our independent research, We have created and follow a dedicated investment research process that helps us decide which investments are in or out of favor and make changes accordingly.
Because we have no upfront commissions, back-end commissions, transaction fees, or short-term redemption fees through our custodian, TD Ameritrade, all of our investment moves are made in our client’s best interest.

Investment Facts

You spend years saving money for retirement, but that’s only half the equation when it comes to your future financial security. How you position your assets in order to take retirement income plays an equally important role. Especially when you consider that:

We’re Independent and Family Owned. As independents we’re not handcuffed to any investment companies and are able to utilize whichever investments we feel will benefit our clients the most.

We tailor fit each client’s investment portfolio allocation using sophisticated technology that allows us to decipher your true tangible level of risk. Review your current Investment risk score. Its Free! Follow this link

We can help! if you would like to discuss your portfolio with us, we would be happy to help, just give us a call at 586-226-2100
We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.

C.S. Lewis

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Retirement Insight brought to you by the Summit Financial 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

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. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. 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.