FREQUENTLY ASKED QUESTIONS ABOUT OUR FIRM AND SERVICES

Where is Summit Financial Advisors, LLC located?
Summit Financial Advisors, LLC is a Pennsylvania Registered Investment Advisory firm. Our main office is in Newtown, PA with satellite offices in Doylestown, PA, and Center City Philadelphia. We can meet with you at your home, work or at any of our office locations.

Who are your clients?
We provide accessible financial advice to individuals, families, and business owners.

Do you sell financial planning products, such as investments, insurance, or tax shelters?
No. We are FEE-ONLY planners and do not sell financial products. While we do not sell financial products, we will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. If you need to obtain an insurance policy or a new mortgage, invest in a portfolio of mutual funds, or find an estate planning attorney or tax professional, we can direct you to the resources you need and/or help you obtain these products and services.

Who can benefit most from your services?
Anyone seeking financial peace of mind can benefit from our services. We serve people from all walks of life, at all income levels, without regard to their net worth. Clients have the flexibility to work with us on either a one-time or a continuous basis.

How do you charge for planning services?
We charge a fixed fee for our Financial Planning and Investment Advisory services unless we are working on an hourly basis. Financial Planning and Investment Advisory fees are determined based on the client’s specific needs and the complexity of their financial situation.

For what types of securities do you provide advice?
We provide advice for many types of securities, including mutual funds, stocks (as they relate to your portfolio holdings), bonds, bank deposits, variable and fixed annuities. We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs.

Do you offer money management?
Summit Financial does not manage assets. Under our Annual Retainer Program, we design detailed investment plans so you can manage your own investments. We assist you in implementing these investment plans at companies like Vanguard and Fidelity and we periodically review your portfolios and make recommendations for rebalancing or other changes as needed. In all cases, you retain complete control of your investments.

How do I get started?
The first step is an initial inquiry from you. We offer a no-cost, no-obligation “Get Acquainted” meeting in person or over the phone. The meeting is an opportunity for you to learn more about us and to determine which of our services are most appropriate for your needs. These meetings are scheduled during regular business hours of 9-5, Monday through Friday; however, expanded office hours are available to accommodate special needs or situations. We look forward to meeting you and helping you build a brighter financial future!

 

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