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We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Welcome to Summit Financial Partners
At Summit Financial Partners, we believe that conservative asset management, asset allocation, and patience can help our clients achieve their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with information, services, and products to help you reach your goals.
Estate Planning Attorney
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.