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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals and objectives have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate Planning
  • Insurance and annuity products
  • Financial Goal Analysis / Financial Planning

Securities offered through Summit Brokerage Services, Inc., Advisory services offered through Summit Financial Group Inc. Registered Investment Advisor  Member of www.FINRA.org & www.SIPC.org The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Third-party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.

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