Summit Financial Advisors

At Summit Financial and Investment Advisors, we are dedicated to helping our clients achieve their financial goals and dreams. With over forty years of service, we have built a reputation as a boutique financial services firm that focuses on the needs and concerns of our clients. Our approach is centered on education, ongoing evaluation, and review, ensuring that our clients understand the investments being recommended and the strategies being used in their financial plans.

Our team, led by Jim Franceus, CFP, has extensive experience as financial service professionals and advisors. We take pride in our commitment to our clients' values, goals, and best interests. Our team is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client.

Services

We offer a wide range of financial products and services, including:

Investments: Managed Portfolios, REITs, Public Equipment Leasing, Public Oil & Gas Partnerships, Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Insurance, Disability Income Insurance, Life Insurance, Long Term Care Insurance.

Financial Planning: Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Tax Considerations.

We understand that each client's financial situation is unique, and we work closely with our clients to understand their specific needs and goals. Our services are designed to provide comprehensive financial solutions that address all aspects of our clients' financial lives.

Resources

In addition to our personalized financial services, we also provide our clients with access to valuable resources and tools. These include:

Market Summary: We offer insights and updates on the latest market trends and news.

Business News: Stay informed with the latest business news and developments.

Tools and Calculators: Utilize our range of financial tools and calculators to help make informed decisions about your investments and financial plans.

At Summit Financial and Investment Advisors, we believe in empowering our clients with the knowledge and resources they need to make confident financial decisions. We are committed to helping our clients achieve their financial goals and securing their financial futures.