Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence.Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. In today's marketplace, media coverage and massive amounts of information are often mistaken for wisdom and perspective. As markets, financial products, and tax laws become more complex, clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests. We invite you to learn more about our practice through an introductory meeting with our team. At Summit, we know you face a maze of financial choices and decisions. We look forward to helping you solve the puzzle and implement a wealth management plan tailored to your unique goals
|Firm Start Year:||2006|
|Name of Broker/Dealer:||Securian Financial Services, Inc|
|States Licensed in:||CA|
|Number of Years with Current Firm:||7|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Stocks , Annuities|
|I can meet clients in the following ways:||Via phone , At my office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Health , Life , Variable Annuity , Long Term Care , Variable Life|
|Firm's Number of Clients:||800|
|Assets Managed by Firm:||900,000|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets , Flat Fee|
|Bachelors of Science in Financial Management||
Securities and Investment Advisory Servcies offered through Securian Financial Services Inc. Member FINRA/SIPC. A registered Investment Advisor. Summit Financial Group, LLC is independently owned and operated The free initial consultation is at no cost or obligation to the individual. Tracking #274874 DOFU 01-2011
Michael joined the Summit Team in 2010 and has been in the financial services industry for almost a decade. Over the last 10 years, his passion and enthusiasm for helping families and individuals accomplish their most important financial goals has only continued to increase.
His clients come from all walks of life and include business owners, middle aged couples, young professionals and retirees. Michael guides his clients through a process designed to align their financial choices with their most important goals and deeply held values, whether that is preparing for decades of financial independence in retirement, putting children through college, or leaving behind a legacy for the people or causes they care about. He partners with his clients to build a customized blueprint that outlines their specific goals and how they can be accomplished.
Outside of working with clients, Michael believes in the importance of financial education and has helped mentor high school students on entrepreneurial projects and teamwork, and has also taught students in high school classes basic financial topics such as credit management, investments and debt. For adults, he regularly leads comprehensive financial education classes that thoroughly cover topics such as retirement income, investments, and estate planning.