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Home | Summit Financial Group By offering exceptional client service, non-proprietary products and knowledgeable recommendations, we are able to provide financial solutions that help our clients strive for today’s needs and tomorrow’s dreams!
Products and Services - Summit Financial Group When you are planning for your family’s financial needs, it is important to consider the full picture Summit Financial Group offers holistic financial planning in the following areas to help you and your family or business pursue your most important goals
Contact Us - Summit Financial Group The LPL Financial registered representatives associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed
Who We Are - Summit Financial Group Michael is the owner and founder of Summit Financial Group, LLC His practice uses a goal-based, holistic financial planning approach in order to gain a complete understanding of your situation
Our Process - Summit Financial Group Financial planning is a process of pursuing your life goals through the proper management of your finances The financial planning process, as defined by the Certified Financial Planner Board of Standards, consists of the following six steps:
Mission Statement - Summit Financial Group We assist our clients in attaining financial independence for their families and businesses By offering exceptional client service and premier products and recommendations, we are able to implement financial strategies that help our clients fulfill today’s needs and tomorrow’s dreams
Finding Value Among the Muni Market Malaise | Weekly Market Commentary . . . The municipal bond market faced significant volatility in April, driven by spillovers from a turbulent Treasury market Treasury yields were pressured higher by rising inflation expectations; the Federal Reserve’s cautious policy stance, reduced foreign demand; hedge fund deleveraging, portfolio shifts toward cash, and structural illiquidity