Summit’s Story
“Working With People You Trust”
Our mission is to bring holistic financial planning to working-class American families. We feel the high net worth – people with $10 million, $20 million, and more – have always had access to holistic planning with the attorney, the financial advisor, the stockbroker, the insurance agents, and the accountant collaborating on their behalf. But the working-class people who have needed it the most have primarily been served by salespeople selling investments, annuities, REITs, trusts, wills, and tax returns. All have been sold products and services that are not tied together in a holistic plan. Our mission is to change that and provide our clients the same concierge level of service.
Our firm is a registered investment advisory firm located in the State of Michigan and registered with the Securities Exchange Commission. Being an RIA we have a fiduciary responsibility for our clients and are required to do what is in their best interest not just what is suitable.
We are a family business and always ensure our clients feel at home! We take great pride in what we do and fully appreciate the process of helping our clients pursue and maintain financial security.
Located in Sterling Heights, Michigan, the team at Summit Financial has proudly served clients in Shelby Township, Macomb, Rochester, Royal Oak, Macomb County, Oakland County, Wayne County, and Southeast Michigan.
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
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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. Registration with the SEC or 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.