Every client is in a different stage of their life, yours might be purchasing a first home, financing a child’s post-secondary education, or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and will work to highlight the appropriate strategies or products that best fit your goals from an independent, objective perspective.
Once your custom-tailored plan is in place, we will continue working together to review your achievements against your goals, ensuring you are on the right heading according to your objectives.
If you have any questions about your plan or about specific financial products or strategies, please contact me. I am more than happy to set up a time at your convenience to meet to review your needs and address any questions you may have.
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 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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