Privacy Policy

Last Updated: January 2025

Introduction

Summit Financial Consulting, LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

We may collect information about you in various ways, including:

Personal Information

  • Name, email address, phone number, and mailing address
  • Any information you provide through our contact forms

Automatically Collected Information

  • Browser type and version
  • Operating system
  • IP address
  • Pages visited and time spent on our website
  • Referring website addresses

How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Process and complete transactions
  • Send administrative information, updates, and marketing communications
  • Respond to inquiries and offer support
  • Comply with legal and regulatory requirements
  • Protect against fraudulent or unauthorized activity
  • Analyze usage to improve our services

Disclosure of Your Information

We may share your information in the following situations:

  • Service Providers: We may share information with third-party vendors who perform services on our behalf, such as custodians, broker-dealers, and technology providers.
  • Legal Requirements: We may disclose information if required by law or in response to valid requests by public authorities.
  • Business Transfers: We may share information in connection with a merger, acquisition, or sale of assets.
  • With Your Consent: We may disclose information for any other purpose with your consent.

Security of Your Information

We use administrative, technical, and physical security measures to protect your personal information. While we have taken reasonable steps to secure the information you provide to us, please be aware that no security measures are perfect, and we cannot guarantee the security of your data.

Your Rights and Choices

You may have certain rights regarding your personal information, including:

  • Accessing and obtaining a copy of your personal information
  • Correcting inaccurate or incomplete information
  • Requesting deletion of your personal information (subject to legal requirements)
  • Opting out of marketing communications

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We may use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us at:

Summit Financial Consulting, LLC

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: (586) 226-2100

Email: info@summitfc.net

Download Privacy Policy

You can download a PDF copy of our complete Privacy Policy for your records.

Download Privacy Policy (PDF)
Summit Financial Consulting LLC

Summit Financial Consulting LLC

Working With People You Trust.

Your trusted partner for comprehensive financial planning and wealth management in Southeast Michigan.

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: (586) 226-2100
Fax: (586) 226-3584
Mon-Fri: 9:00 AM - 5:00 PM

© 2025 Summit Financial Consulting LLC. All rights reserved.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.