What We Do 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 independenceDetermining how to maximize Social Security and other retirement benefits to provide maximum retirement incomeDeveloping advantageous strategies for estate planning and asset distribution Have a Question? Name Email Address Phone Question Thank you! Oops!