Over the next several years, $12 trillion will be transferred to the baby boomer generation1. In order to capture your share of the investment and insurance planning opportunities, you need a unique firm with the experience, reputation, infrastructure, culture, and ability to support you in providing comprehensive solutions for successful individuals. These clients often have complex financial challenges that require sophisticated planning, technical, and legal strategies. At Summit Financial Resources, this has been our focus for 29 years.
Fundamental to our approach to strategic and coordinated financial planning/wealth management, is our in-house professional strategy team. Our CFP® Professionals, CPAs, JDs, and CFAs are dedicated to each planning engagement, providing value at a higher level by analyzing, developing, presenting and implementing customized plans tailored to your clients' objectives.
Summit Financial Resources, Inc., founded in 1982, delivers comprehensive, fee-based financial planning and wealth management services to successful individuals. Our clients are business owners, Wall Street professionals, entertainers, professional athletes, corporate executives, and other professionals. If your practice is already successful and you really want to enhance the value you provide your clients, grow your practice, make more money and have a better quality of life, we can help you.
1 Community Foundation R&D Incubator. Family Philanthropy: And the Intergenerational Transfer of Wealth. Michigan: Williams Group, 2002.