Our Services
Who We Are
Client Account Access
CWA AT&T
Client Update
Stock Quotes
Problem Solvers
Financial Briefs
Client Forms
Helpful Links
Disclosure
Contact Us / Office Locations
Home

Client Forms

  • Our latest ADV PART II
    Periodically when we make changes to our business we must file our ADV PART II with the State of Michigan. View the most recent submission here.
  • 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: (866) 508-5175 Thanks!
Questionnaires
  • Customer Client Survey
    If you are a client or would like to become a client, we ask you to fill out our customer service survey.  This lets us know how often you would like to have face to face review meetings, e-mails, what time to call, etc. 
 

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 below.

Adobe Acrobat (pdf)Adobe Acrobat ReaderMicrosoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word ViewerMicrosoft PowerPointMicrosoft PowerPoint Viewer
©2012 Summit Financial Consulting, LLC. All rights reserved.
Securities offered through Sigma Financial Corporation.  Member FINRA/SIPC