Summit Financial Strategies, Inc.
Mission Statement: To provide the highest quality of objective, professional financial advice to our clients and their families to help them identify and reach their personal goals. To add expertise and practice capabilities by assisting our associates with improving their skills and knowledge in financial matters. To maintain a positive, challenging and enjoyable work environment that is rewarding for our associates. Our business plan allows the firm to continue to attract talented professional advisors, who are capable of developing their own firms but choose to join a team with a clear and defined vision that places the clients' needs at the forefront of our firm's efforts. Our clients expect an attentive professional relationship that provides the best financial advice while allowing the time necessary for our professionals to get to know our clients circumstances intimately. Summit was founded in 1995 and works exclusively on a Fee-Only basis. Visit our website at www.summitfin.com for additional information about our outstanding company.
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