Our Goals Focus on Your Needs.
Welcome to Summit Financial Partners
At Summit Financial Partners, we believe that conservative asset management, asset allocation, and patience can help our clients achieve their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with information, services, and products to help you reach your goals.
LET US HELP YOU REACH YOUR GOALS
Our approach to working with clients is one that is both relaxed and confident. The sound and well-researched solutions we provide to you is intended to establish a solid financial plan for your future.
– RYAN, SFP PRESIDENT
The Summit Financial Partners Difference
We work in a true partnership with our clients, making their needs our goal and priority. We offer the following services, customized to the client.
Check out SPF President, Ryan’s Amazon Best-Selling Book, Taking Stock
If you’re uncertain about retirement, Taking Stock is the book for you. Ryan explains how to analyze future financial needs, secure definite sources of income (annuities and maximizing Social Security and pensions), prepare for worst-case scenarios with disability and long-term care insurance, guarantee your legacy with estate planning and asset distribution, and so much more. Remember, hope is not a plan. The best way to acquire worry free financial independence is taking action, and opening the pages of Taking Stock should be your first step!
“Well worth the small investment to read about real life and real redemption. Ryan brings it home and explains in simple terms how to protect yourself financially while adding parts of his life journey along the way. Ryan’s story is especially timely as it will offer MUCH hope to those that think they have none.”
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