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Summit Financial Consulting
"Working With People You Trust"

Summit Financial Consulting provides comprehensive wealth management strategies including retirement planning, retirement income planning, investment advisory services, wealth planning, personal financial planning and estate planning.

Since 1983, the Wink and Hansen families have been assisting individual and corporate clients find solutions to their retirement and financial planning needs. 

The Summit Financial Consulting Family 

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Summit Financial Consulting Absolutes 

  • We are an independent, private, family owned investment firm.  There are no Wall Street firms, insurance companies or banks attached to us telling us what to do.  
     
  • Customer service is our number one priority.  It will be disciplined and based upon your preferences.  
     
  • We will ensure that all 13 Wealth Management Issues have been addressed.
     
  • We are a Registered Investment Advisory Firm in the State of Michigan
     
  • Our focus is on what is best for the client, not what is best for our commissions.  
     
  • We are a Better Business Bureau Accredited Business with an A+ Rating, meaning we have no complaints.
     
  • We will prepare a complete Financial Plan.  We will not just pitch a hot product.  
     
  • We try to teach our clients enough so they can make their own financial decisions, based upon facts and not opinions.
     
  • We work on a referral basis.
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Summit
Financial Consulting Notes
  • We can help with IRA Rollovers, 401(k) Rollovers (401k Rollovers), SEP IRAs, stocks, bonds, managed portfolios, and mutual funds.  
     
  • We are happy to do home appointments, especially in: 
    Auburn Hills, Bingham Farms, Birmingham, Bloomfield Hills, Centerline, Chesterfield, Clinton Township (Clinton Twp.), Grosse Pointe, Huntington Woods, Macomb, New Baltimore, Port Huron, Romeo, Royal Oak, St. Clair Shores, Shelby Township (Shelby Twp.), Sterling Heights (Sterling Hts.), Troy, Utica, Warren, Washington Township (Washington Twp.), West Bloomfield, MI
  • We have a large number of CWA Members as clients, as well as AT&T, DTE, Consumers Power (Consumers Energy), GM, Ford, and Chrysler.   Let us help you and your family through these difficult times. 

 

 
39090 Garfield Road, Suite 105
Clinton Township, MI  48038
Phone 586-226-2100   Fax 586-226-3584
 

Securities offered through Sigma Financial Corporation.  Member FINRA/SIPC