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. 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.
Initial Meeting
Our first meeting is really a “get to know” meeting. We’ll discuss your goals, and make sure we understand what you’re looking for. Do not feel obligated, but it would be helpful if you brought some, or all of the following information to the first meeting:
- A brief summary of your assets (just a rough balance in bank accounts, as well as your last statement for all investment accounts)
- A brief summary of your debts (it would be helpful if we had the balance, payment, and interest rate).
- Any estate planning documents, including wills and trusts.
Last year’s tax return. - Your declaration page for your Auto and Homeowners insurance.
Contact Us
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
Check the background of your financial professional on FINRA’s BrokerCheck
Our Office
Summit Financial Consulting
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 as 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.