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

Our Services

Comprehensive financial solutions tailored to your unique goals and circumstances. We offer a full range of services to help you build, protect, and transfer wealth.

Retirement Planning

Secure your future with comprehensive retirement strategies designed to help you achieve your retirement goals. We analyze your current financial situation, projected needs, and risk tolerance to create a customized plan that ensures you can enjoy the retirement lifestyle you've worked hard to achieve.

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Investment Planning

Build and grow your wealth through intelligent portfolio management and strategic asset allocation. Our investment strategies are tailored to your risk tolerance, time horizon, and financial objectives, focusing on long-term growth while managing risk appropriately.

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Tax Planning

Minimize your tax burden and maximize your wealth through strategic tax planning. We help you navigate complex tax laws, identify opportunities for tax-efficient investing, and develop strategies to reduce your lifetime tax liability while staying compliant with all regulations.

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Insurance Solutions

Protect what matters most with comprehensive insurance solutions. From life and disability insurance to long-term care coverage, we help you identify potential risks and implement strategies to safeguard your family's financial security and preserve your wealth for future generations.

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Estate Planning

Ensure your legacy is protected and your wishes are carried out for generations to come. Our estate planning services help you develop comprehensive strategies for wealth transfer, minimize estate taxes, and create a lasting impact that reflects your values and priorities.

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Social Security Planning

Maximize your Social Security benefits with strategic claiming strategies. We analyze your unique situation to determine the optimal time to claim benefits, coordinate spousal strategies, and integrate Social Security into your overall retirement income plan for maximum lifetime value.

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Ready to Get Started?

Schedule a complimentary consultation to discuss your financial goals and how we can help you achieve them.

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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

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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.