I am proud to be associated with Summit Financial Resources, Inc. one of the premier financial planning and advisory firms in the Northeast.
I use the resources that Summit provides to me to make sure that the advice and strategies I recommend to my clients are effective and reflect current laws and regulations.
In spite of my degrees and certifications, as hard as I try, it is virtually impossible for me or any other individual to keep up with all the changes and developments in federal and state tax law, estate planning, investment planning, life insurance, disability insurance, long term care insurance, group benefit plans, etc. While I try to keep my knowledge and skills as up to date as possible, I use the resources that Summit provides to me to make sure that the advice and strategies I recommend to clients are effective, up to date, conform with current laws and regulations and cost effective. What are those resources? Well, Summit has the resources that very, very few financial planning firms have on-staff:
- Experienced financial plan designers;
- Estate planning attorneys;
- Insurance experts who are knowledgeable in all types of life insurance, disability insurance, long term care insurance; group insurance and benefit plans, etc.;
- Certified Public Accountants and tax experts;
- Certified Financial Analysts and investment professionals
- Experienced financial planners with sophisticated financial planning software able to perform the most complex financial modeling for individuals.
Depending on the complexity of a client’s individual situation, I will work closely with three to six other Summit professionals to make sure the strategies, products and design of my clients’ financial plans meet their goals.
The availability of these experts is the main reason that I joined Summit because I want my clients to have the best possible financial advice, strategies and financial planning available.
Summit has almost 30 years of experience in the markets for financial products.
By way of background, Summit was founded in 1982 by a group of individuals who believed in the importance of financial planning, long before it was fashionable to do so. To this day, Summit remains privately owned and has over 200 professionals associated with it. It is one of the largest financially oriented personal advisory and financial planning firms in the Northeast. Because Summit has been in existence for over 30 years, it has developed extensive brokerage and agency relationships in the investment and insurance communities which means that I have available to me a wide and competitively priced selection of investment choices and insurance carriers that I can draw on for my clients to use and benefit from.
It is one of my firm commitments to my clients that any financial product that I select for them will be selected solely on its appropriateness and cost effectiveness for them, not because of any corporate sales quotas or goals. My clients’ interests come first.
