January 2025 - Summit Wealth Partners, LLC

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The Rational Optimist™

February 2025

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Trump Accounts: What We Know So Far and What Is Still Undecided
Behavioral Biases That Undermine Investment Decisions
Simplify, Streamline, Smile: Financial Organization at Every Stage of Life

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Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Summit Asset Protection Group, LLC, an affiliate organization and a licensed insurance agency in the state of Florida. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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