Through its advisors Summit Consultants, Inc. strives to provide professional services to clients encompassing the following:
- Financial planning and investment advice based on maintaining a long-term and ongoing commitment to meet each client's unique financial and investment goals and objectives.
- Assistance in developing, implementing and monitoring a quality investment portfolio on a cost-effective basis for both the client and advisor.
- Education to understand and appreciate how cash flow, tax planning and estate planning impact the client's long-term goals and objectives.
In order to meet the stated goals of Summit Consultants, Inc., its advisors embrace the following principles:
- A belief in the concept of servant leadership placing the interests and well-being of the client above all else.
- A focus on providing the best service possible to clients at a reasonable cost.
- An advisor/client relationship built upon honesty, concern, respect, responsibility and trust.
Please note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.SummitConsultantsInc.net.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor-Member FINRA/SIPC.