(586) 226-2100info@summitfc.net
Summit Financial Consulting, LLC

Resources

Tools, calculators, and educational content to help you make informed financial decisions and stay connected with Summit Financial Consulting.

401(k) Calculator

Plan for your retirement with our interactive 401(k) calculator. Estimate how much you'll need to save, project your retirement account balance, and see how different contribution levels and employer matches can impact your long-term savings goals.

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Social Security Calculator

Maximize your Social Security benefits by exploring different claiming strategies. Our calculator helps you understand how your claiming age affects your monthly benefit amount and lifetime value, allowing you to make an informed decision about when to start receiving benefits.

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Secure File Upload

Safely share sensitive financial documents with our team through our encrypted file upload portal. Whether it's tax documents, account statements, or estate planning materials, you can trust that your information is transmitted securely and stored with the highest level of protection.

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Summit Gives Back

Community is at the heart of what we do. Learn about our commitment to giving back through charitable initiatives, local partnerships, and community support programs. We believe in making a positive impact beyond financial planning and are proud to support the communities we serve.

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Market Insights

Stay informed with our latest market commentary, economic analysis, and financial planning insights. Our team provides regular updates on market trends, investment strategies, and timely topics that may impact your financial plan, helping you make well-informed decisions.

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Educational Videos

Learn at your own pace with our library of educational videos covering key financial planning concepts. From retirement planning basics to advanced investment strategies, our video content makes complex financial topics easy to understand and apply to your own situation.

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Have Questions?

Our team is here to help. Schedule a consultation to discuss how these resources can support your financial goals.

Contact Us
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
info@summitfc.net
Mon-Fri: 9:00 AM - 5:00 PM

© 2025 Summit Financial Consulting LLC. All rights reserved.

Privacy PolicyTerms of ServiceDisclosureADV Part 2

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.