SUMMIT FINANCIAL GROUP, LLC

Summit Financial Group, LLC was formed to provide individuals and businesses complete financial services through one organization. Summit’s one stop approach provides clients with investment management, insurance review, income tax, estate and retirement planning. Working with Summit allows you to use one firm as your main resource for financial planning and asset management. The following are some of the benefits you gain from working with Summit Financial :

Qualifications
Summit Financial is an affiliate of Haynes & Moore, LLC, a CPA firm that has been working with a variety of businesses and individuals for over 50 years. Summit Financial’s principals have over 50 years combined experience working with clients in various industries. All the principals are Certified Public Accountants. We help clients make personal and business decisions, in addition to financial statement and income tax preparation. We regularly consult with clients on a variety of important business decisions.

Goals
Summit Financial is dedicated to providing quality investment services, financial planning, insurance services and portfolio management to individual investors and businesses. Our goal is to maximize your assets and therefore, our compensation is tied to your success. Our advice is based on this philosophy. We will help you make decisions that benefit you - our emphasis is on our client.

Approach
Our approach is to work closely with you on your financial goals and needs. This approach allows us to work with our clients in new areas such as investment management and insurance review. We believe clients benefit from working closely with their CPA on their financial needs. This enables the CPA to fully understand all your needs and provides you with one group of individuals with whom you can work closely throughout the years.

We do not view our services as a one-time product, but rather an ongoing monitoring process whereby we can work together in the future.

Relationships
At Summit Financial, we want you to consult us about any financial decision that may arise. We want to help you make informed decisions about the various areas of your financial life such as estate planning, taxes, retirement planning, insurance review, and investment management.

Let us use our resources to help you plan your personal and business future.