REACH NEW HEIGHTS

Summit Financial

The journey starts here.

Summit Financial Consulting offers personalized solutions for investors of any age. We understand the challenges and complexities of today’s market and help navigate you towards investment products that fit your personal needs and goals. We won’t try to sell you on cookie-cutter solutions and we believe that a personal relationship with our customer helps us serve them better. We look forward to serving you, regardless of where you are on your path towards retirement.

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Give us a call

Call us today and lets get started.

The Summit Team

Work With People You Trust

We are a family business, have a fiduciary responsibility for our clients, and always want our clients to feel at home! We take great pride in what we do and appreciate the process of helping our clients pursue and maintain financial security.

Bob Wink

Co-Founder | Advisor

Ken Wink

Co-Founder | Advisor

James Wink

Co-Founder | Advisor

Zach Bachner, CFP

Advisor | Directory of Financial Planning

Become a part of the Summit Family

Address

43409 Schoenherr Road
Sterling Heights, MI 48313

Contact

info@summitfc.net

586-226-2100

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.