Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Here is an example of how we have helped our clients with their financial needs. Claire's Story Claire, like me, was widowed after her husband lost his battle with cancer. Claire’s children …
Dealing with grief while managing the estate settlement {Claire’s Story}Read More
Summit Live: Session 7 Effects of Presidential Elections on the Market Jennifer Luzzatto and Mike Sigmon discuss Index Funds, Reconstitution and how it may be costing you money without you realizing …
The Hidden Investing Costs of Reconstitution {Video}Read More
Summit Live: Session 6 Effects of Presidential Elections on the Market It's January, which naturally causes lots of people to think about their physical health. But when was the last time you …
Summit Live: Session 5 Roth Accounts: Do you have one? Should you? Do you have money saved in a Roth? Should you? Mike and Jennifer of Summit Financial Partners discuss Roth IRA's, 401k's and …
Roth Accounts: Do you have one? Should you? {Video}Read More
Summit Live: Session 4 Diversification: Always Having to Apologize for Something... "Don't put all your eggs in one basket" - Age old advice that is still important today! When it comes to …
Here is an example of how we have helped our clients with their financial needs. Michael's Story Michael first became my client shortly before the financial crisis of 2008. He is a hard-working …
Diversification of investments brings more peace of mind {Michael’s Story}Read More
Here is an example of how we have helped our clients with their financial needs. Roger's Story Roger was a small business owner who had led an adventurous life. When I first started working …
Choosing the correct beneficiary designation is so important {Roger’s Story}Read More
Summit Live: Session 3 Is "The Stock Market Has Recovered" Fake News?? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market is …
Is “The Stock Market Has Recovered” Fake News?? {Video}Read More
We are not even two weeks into 2021 and it seems like so much has happened already! As Mike and I sat down to review 2020 and look forward to 2021, we wanted to share with you a little "Year in …
Summit Live: Session 2 Effects of Presidential Elections on the Market Investors are tempted to make a connection between who wins the White House and what will happen to stock prices. But does …
Summit Live: Presidential Elections and the Market {Video}Read More
Summit Live: Session 1 Financial Planning vs Investing... Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial plan? …
Summit Live: Financial Planning vs Investing {Video}Read More
Jennifer Luzzatto, CEO of Summit Financial Partners, talks with host Jessica Noll on WTVR's Virginia This Morning, about financial tips, COVID-19, and hope for the future. WTVR Guest …
Interview: Insights for Life After COVID-19 {Video}Read More
