At Summit Financial Planning, our aim is to provide the highest level of client service available in the industry. We work hard to stay on top of today’s rapidly changing technology. As such, we have added a new tool for our client’s which is found in this portion of the website. Clients whose assets we manage can use this section for a “one stop” to view all of their financial information. They can access their investment accounts in a reader friendly format in addition to viewing documents that come from Summit. This is a huge advantage to our clients as they do not need to hang on to years of paper documentation. By going paperless and having your documents on-line, you can access your information from any computer. You will never be tied down to paper files located at home. It is good for both the client and the environment!
If you are not a Summit client but would like to learn about this service, please
contact us! We would be glad to explain how it works.