Physicians:
a free, content-packed ebook will reveal 5 action steps you can take today that will help you;
Save Taxes
Build Wealth &
Protect Your Assets
Hint- You weren’t taught these action steps in Med School.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Barbara Hawkesworth
Chief Legal Officer - Summit Financial
David Porro, CLU, ChFC®
Director of Insurance - Summit Financial
James Rabasca
Senior Tax Specialist - Summit Financial
Noreen Brown, MBA, CFA®
Co-Chief Investment Officer
Sarah Rich
Chief Administrative Officer - Summit Financial
Steve Pfundstein
Chief Technology Officer - Summit Financial
Steve Melnick
Associate Director of Investment Management - Summit Financial
Tara Pizzutillo
Director of Investment Operations - Summit Financial