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Who We Are
As independent, Fee-Only Fiduciary Advisors, we act with your best interest in mind. When it comes to something as serious as planning for your retirement, you can trust that we’re always working for you and only you.
Investment Services
Don’t be left wondering if you’ve saved enough for retirement. We provide a wide array of wealth management and financial planning services to help make your journey to a secure retirement smooth and stress-free.
Our Process
At Summit Financial Partners, we partner with you. We listen. We learn about your about your financial goals. We then provide personalized recommendations on how to best invest, protect, and grow your financial assets.
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