SOLID GROWTH | SAFELY MANAGED | TRUSTED ADVICE

Orlando Financial Planning

Investments

The evidence-based approach to consistent and reliable results.
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Orlando Financial Planning

Taxes

Do not overlook the power of optimal tax planning.
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Orlando Financial Planning

Income

The Sleep Well At Night portion of your portfolio
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Orlando Financial Planning

Risk

Protecting your family, lifestyle, and legacy are priority one.
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Surveys report widespread investor frustration. Too many are making investment decisions without critical information, resulting in unexpected and disappointing results. This should not be happening. Investors deserve to understand the decisions they are making, the probable outcomes, all available options, and the risk involved in each action they take. This is the Summit way.

Our clients are educated, informed, and empowered by partnering with Summit’s team of Expert Specialists. We are fiduciaries first, so we believe we are ethically, morally, and legally obligated to put your interests ahead of our own. As a “fee-based” wealth management firm, we sit on the same side of the table as our clients and thus, our success is directly contingent on the success of those we serve.

"Handshake integrity" and our conservative, comprehensive, and fully integrated approach empowers investors with a sense of financial freedom, peace of mind, and confidence they deserve, so they can focus on their families, their passions, and their goals.

We stand upon the premise that avoiding the losses far outperforms “picking the winners” over the long-term. On your behalf, we seek consistent excellence, rather than occasional brilliance.
M. Levin

Find out what Summit´s financial planning, investment and income management, asset protection, tax optimization, and many other services can do for you, your family, and your financial future – call our financial advisors today in Orlando, Naples or Jacksonville today and schedule your Discovery Visit.

Orlando Financial Planning

Orlando Financial Planning