About

Summit Financial is an independent financial planning and asset management firm that specializes in creating tailored and sound financial plans primarily for the needs of retirees and pre-retirees. We work with University clients who often have the intelligence to do their own investment and financial planning but do they have the time it takes? We also serve private clients who have more access to investment strategies and financial planning tools therefore they need our help to develop calculate coordinate and implement it. Let us save time and do the work.