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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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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