Summit Financial Working with People You Trust

Summit Financial Consulting provides investment management, financial planning, and retirement consulting services. Summit Financial Consulting builds customized model portfolios using mutual funds and exchange-traded funds designed to match individual risk tolerances, ranging from conservative income-focused strategies to aggressive stock rotation. The firm concentrates on capital preservation, making it a natural fit for retirees and pre-retirees. In addition to direct portfolio management, Summit Financial Consulting offers comprehensive financial plans covering retirement income, taxes, estate planning, insurance, and college funding. Clients can also receive ongoing monitoring for outside accounts like 401(k) plans. Summit Financial Consulting tailors its approach through detailed fact-finding and collaborates with trusted tax and legal professionals when needed.