Summit Financial Group | Financial Advisor in San Ramon ,CA

2000 Crow Canyon Place Suite 450
San Ramon, CA 94507
Phone: (925) 866-7800

About

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

10 Years of Experience



General Information
Firm Start Year:   2006
No.of Employees:   20-49
Insurance License#:   0F81436
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


Services
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 Information
Firm's Number of Clients:   800
Assets Managed by Firm:   900,000


Compliance
Registered Representative:   Yes
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


Education
Bachelors of Science in Financial Management  BJU
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FAQs

  • What are your qualifications? What is your education background? All of the advisors at Summit Financial Group have each had multiple years of financial planning experience. In addition to that, each advisor is a Certified Financial Planner® Professional.
  • What is your approach to financial planning? 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, so that clients may implement solutions that match their priorities and resources outside of the financial planning process.
  • What services do you offer? We do comprehensive financial planning covering areas such as retirement, investing, estate and educational planning. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
  • How many clients do you currently manage? As of the end of 2014, we currently work with about 800 households.
  • Will you be the only person working with me? I would be the lead advisor but we do utilize a team based approach at Summit Financial Group to make sure clients receive the highest quality service possible.
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DISCLAIMER

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 Lahl

Michael Lahl

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

Biography


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.

Communities Served

All states.