Work With People You Trust
Need A One-Liner Related to Investment Management
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
Insight from the Experts
Featured Blog & News
Retirement Insight brought to you by the Summit Financial team.
Annuities and life insurance policies appear to focus on different features. Upon a...
If you have ever been to New York City, specifically the financial district, you...
Dear Friends and Clients, Before we update the market and our TD Ameritrade portfolios,...
Summit Financial Consulting -
Working With People You Trust.
43409 Schoenherr Road
Sterling Heights, MI 48313
The Fine Print
Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by 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.