Summit Absolutes

We are an independent, private, family owned investment firm (there are no Wall Street firms, insurance companies, or banks attached to us telling us what to do).

Customer service is our #1 one priority.  It is always disciplined and based on our client’s preferences.

• We are a Registered Investment Advisory Firm in the State of Michigan. 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. It’s a huge difference!

• We prepare a complete Financial Plan for our clients based on facts (not opinions). We don’t put fancy numbers on a dry erase board; our recommendations are in writing on the financial plan!

• Our focus is on what is best for our clients, not what is best for our commissions. A lot of people don’t realize how much discretion investment advisers have when it comes to their commission. We put ourselves in our client’s shoes before we make any recommendations.

• We make certain the most important parts of our client’s estates have been addressed and that their hopes, wants, and needs have been thoroughly discussed as we examine our 13 Wealth Management Issues document.

• Word of mouth is the biggest advocate for running our business and has been for more than 33 years.

• No member of our team has ever had a mediation, arbitration, or lawsuit with the Securities and Exchange Commission, FINRA, the State of Michigan, or any broker dealer.

Contact Us

Summit Financial Consulting

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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Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. 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.