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Summit Financial Planning Inc
Overview of Summit Financial Planning, which offers a variety of Financial Planning, College Planning, Retirement Planning, Investment Management,
Summit Financial Planning specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind. This structure not only fits our philosophy that people from all walks of life should have access to professional financial advice, it also ensures that we are offering only objective advice to all clients, unmotivated by kickbacks or commissions of any kind. Summit Financial Planning is compensated strictly on the basis of project fees or assets under management, and we impose no minimum amount of funds in order to engage our services.
This website will further acquaint you with our firm and comprehensive scope of services. We would also like to get to know you in person so we can discuss your financial needs and goals with you, one-on-one. Please contact us via e-mail or phone to schedule an initial Get Acquainted meeting.
| Address | 5231 Hickory Park Dr Ste A Glen Allen, VA 23059-2619 |
| Phone | (804) 290-0162 |
| Website | www.summitfinancialplanning.com |
Summit Financial Planning Reach Higher
Welcome to Summit Financial Planning, Inc. Whether building assets for the future or seeking to protect, enjoy and pass on the assets you already have, Summit Financial Planning can help you reach higher and ultimately meet your goals.Summit Financial Planning specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind. This structure not only fits our philosophy that people from all walks of life should have access to professional financial advice, it also ensures that we are offering only objective advice to all clients, unmotivated by kickbacks or commissions of any kind. Summit Financial Planning is compensated strictly on the basis of project fees or assets under management, and we impose no minimum amount of funds in order to engage our services.
This website will further acquaint you with our firm and comprehensive scope of services. We would also like to get to know you in person so we can discuss your financial needs and goals with you, one-on-one. Please contact us via e-mail or phone to schedule an initial Get Acquainted meeting.
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