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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.

If you’d like to receive periodic updates and special announcements via e-mail and/or  regular mail, simply send your name, postal address and e-mail address to us at info@SummitFinancialPlanning.com. Type the phrase "Put me on your mailing list" in the subject line and, from time to time, we’ll send you valuable information on investments, taxes and financial planning.


 
5231 Hickory Park Road, Suite A
Glen Allen, VA  23059
Phone 804-290-0162   Fax 804-273-0976

jennifer@summitfinancialplanning.com


©2010 Summit Financial Planning. All rights reserved.