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Summit Financial Advisory Services
provides personal and business clients with customized financial
services. We specialize in coaching college-bound families
with College Financial Aid and Academic and Scholarship Planning.
In addition, we assist clients with other financial needs such as
investment management, retirement planning, life insurance, tax
preparation and bookkeeping.
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College and Financial
Aid Planning
We assist you and your family to maximize
your financial aid eligibility as you are legally entitled.
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Academic and Scholarship Planning
We will evaluate a student’s personal
profile and match college majors, possible careers and colleges
that best suit the student’s profile.
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Investment Management
We will address time horizon, risk tolerance and assets allocation
and other factors to determine the suitability of investments we
may recommend matched to your requirements. As an Independent
financial services firm, we can assist you with a vast selection
of Stocks, Bonds, CDs, ETFs, Mutual Funds and Annuities to fit your
investment needs and Annuity Investments.
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Retirement/College
Accumulating enough money to retire and fund your child or children's
education can be difficult. Let us help you reach your objectives.
We offer different retirement and education savings plans.
We will advise you through the paper work jungle and complete all
paper work for IRA, IRA Rollover and Educational IRA.
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Life Insurance
& Annuity
Choosing an insurance company and a plan that suits your needs can
be a complicated and confusing process. Let us do the “shopping”
for competitive premiums for your life insurance policy.
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Tax Preparation
Let us prepare your personal or business income tax return at reasonable
prices.
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QuickBooks and Bookkeeping Consulting for
Small Businesses and Individuals
Let us help you with both your personal and business bookkeeping
so that you will have the time to take care of your personal financial
planning and running your business and have accurate financial information
to make those critical financial decisions
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QuickBooks Point-of-Sales Solutions
We can assist the small retailer with a POS solution which will
integrate and stream line your inventory control, ordering process.
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Our Store
Here you can purchase QuickBooks Software and Supplies as well at
College and Financial planning books and materials.
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