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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Summit Financial Consulting -

Working With People You Trust.

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584

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.