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Our Company

At Summit Financial Consultants, Inc. our goal is to help our clients lead more financially secure lives. Your financial goals are always our highest priority. Our team of CFP® practitioners specializes in highly personalized financial planning and asset management to better help you and your family pursue your goals whether that be a comfortable retirement, financial independence, college for children or grandchildren, traveling or a second home. We help create the confidence that comes from knowing you have entrusted your financial future to a team of professionals that cares about you individually regardless of the size of your portfolio.

Our Commitment

We are dedicated to helping you create the confidence that coincides with being fully informed by an accessible financial professional. Regardless of your portfolio size we will provide personalized, ongoing contact that includes phone calls, meetings, and quarterly performance reports. Our reports are easy to read and will show you investment results in addition to any recent activity in your portfolio. We are available for telephone consultations should you have questions or simply want to be updated on the status of your portfolio. If you have any questions about your current financial situation or wish to schedule an appointment, please call us at (563) 333-2530 or Toll Free (800) 477-4531

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Summit Financial Consultants aims to provide a continued education that will strengthen our working relationship.