AS FEATURED IN
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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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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