What is a Financial Advisor?
A financial advisor is a very broad term, but generally, it applies to someone who helps guide another person’s finances with a set goal, such as retirement or paying for a child’s college tuition. It can also include investment advice, life, home, and auto insurance, income tax preparation, and legacy planning. We pride ourselves on being comprehensive financial planners since we will look at every aspect of our client’s financial situation before we make recommendations.
Who Needs a Financial Advisor?
We feel that it is a common misconception that financial advisors service primarily wealthy people with large, diverse investment portfolios. While someone with a broad investment strategy and many assets is a great fit for a financial advisor’s services, just about any person can benefit from a sound money management plan. Good advice applies the same to the middle class as it does to the mega-rich, after all.
Many millionaires have accumulated their wealth due to long-term saving and investing. Everyone starts somewhere, so we understand that those who are just starting to deserve our help equally to those who have already lived through their accumulation years. Financial literacy is not a common school subject in the United States, so we strive to educate our clients regardless of their background or current situation. We have a wealth of knowledge, and we will share it with anyone who is willing to listen.
Why Work with Summit Financial Consulting?
We have experience handling clients in all income brackets and understand their specific needs. Everyone’s financial goals are different, and we understand that. We will work with you to build a plan to achieve those goals and be there every step of the way to guide you to financial freedom.
- We offer comprehensive financial plans that cover investments, insurance, debt, and many other areas that are important to your overall financial health.
- We contact our clients proactively when the market looks poor. We know investments can be stressful, and we do our best to tame emotional responses. In many portfolios, we may even move the monies to safety automatically when we believe it’s prudent.
- Customer service is our number one priority. We aim to return phone calls and e-mails as soon as possible. We proactively schedule review meetings to keep you updated on your investments and other important financial areas.
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. 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. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. 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.