Client Forms

  • Referral Sheet
    Our business is based upon referrals. If you would like to introduce us to a friend, co-worker, or family member of yours, please fill out and send us this referral sheet. Or simply give us a call: (586) 226-2100 Thanks!
  • Our latest ADV PART II
    Each year we must file our ADV PART II with the State of Michigan. View the most recent submission here.
Questionnaires
 
Adobe Acrobat (pdf)Adobe Acrobat Reader Microsoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word Viewer Microsoft PowerPointMicrosoft PowerPoint Viewer

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.
©2010 Summit Financial Consulting, LLC. All rights reserved.