May 2019 - Summit Wealth Partners, LLC

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The Rational Optimist™

May 2019

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Preparation As an Act of Love
Your 50s: The Most Important Decade for Your Financial 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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Summit Wealth Partners, LLC

Home
Who We Are
Our Team
What We Do
How We Work
Insights
Newsletters
Client Login
Contact

The Rational Optimist™

Begin Your Well-Informed

Financial Life

Preparation As an Act of Love

Your 50s: The Most Important Decade for Your Financial Life

Signals and Base Rates