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to giving back to the military. We provide free tax preparation for all active duty military personnel the Thrift Savings Plan (TSP), Servicemembers Group Life Insurance (SGLI), Federal Pension Maximization, Supplemental Retirement, Long-Term Care

helping clients achieve their financial and retirement goals through high quality investment advice provides brokerage and retirement account management, as well as financial planning services. Clients have access to a wide range of products, including mutual funds, stocks, ETFs, tax-free

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administrators with the tools needed to achieve long-term financial stability. Through a free analysis of billingpractice may be losing money, and develop a plan to recover revenue without adding additional patient more efficiently and access existing revenue streams, freeing up time to focus on their patients.

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from buying a first home to investing for retirement or leaving a legacy. Each person has uniqueof services, such as creating a personalized financial plan, managing investments, and offering advice on insurance coverage and estate planning. We strive to ensure our clients have the tools they need to take

team of professionals will work with you to plan for retirement, save for education, and help you make strive to give you the best advice and tools available to reach your financial goals.

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At Summit Wealth Strategies, we understand that planning for retirement can be a daunting and overwhelming task. That’ savings. Other financial strategies we offer include Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies

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