Account Access

Brighthouse Financial
Create new login and register your account:

Charles Schwab

Please go to and click on “New user” to get started

Investors Heritage
Follow the link at and click the Client Portal link under the Wealth tab to create your account. 

Follow the link and register your account:

Lincoln Financial
Follow the link and register your account: 

Follow the link and click Sign Up Today:

Click the following link to get access to your Orion account (client portal OPS):

Follow the link and register your account: 


Get in Touch

If you have questions about accessing your account call our office at  (586) 226-2100 or click the button below to set up a free consultation. We’ll be happy to answer your questions!

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


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Our Office

Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. 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.