Looking back years from now, how might you describe your story of success to the next generation?


What do you most want to achieve with your money?

Correct! Wrong!

What matters most to you?

Correct! Wrong!

So far, how have you planned to meet your objectives?

Correct! Wrong!

Do you want to change your lifestyle?

Correct! Wrong!

What keeps you up at night when it comes to money?

Correct! Wrong!

How might you first change the way you live if money allowed?

Correct! Wrong!

Your Summit Story
My Summit Story

Here’s how my story started:

When it came to money, I always wanted [answer-1]. I mostly wanted to focus my life around [answer-2]. At the time, [answer-3] when it came to a long-term financial strategy to meet my objectives. When it came to my lifestyle, [answer-4]. But I was always [answer-5]. I knew that I wanted to [answer-6], but I hadn’t taken that step.

I’m glad I finally decided to write my Summit story.

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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