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Summit Financial Services is a name you can trust. Through a relationship with LPL Financial, a FINRA and SIPC member, we offer access to a complete selection of investment services. Summit Financial Services is trained to assist our customers in evaluating their own special circumstances and goals.

Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.

Helpful Content

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.