Business claimed
Last updated: Over a year ago
Listed in:
Investment Services
,
Financial Planning
About Summit Financial Partners
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of Go to full description...
Contact information
Phone numbers
Fax numbers
7812817276
Business hours
M-F 8am-5pm, Sa-Su Closed (Available Saturdays and Sundays by appointment)
Business website
Images and videos (14)
Additional business details
Email address:
rskinner@summitfinancialpartners.org
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include:
Preserving and protecting client assets to ensure financial independence
Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income
Developing advantageous strategies for estate planning and asset distribution
Services:
Retirement Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance