Weekly Financial Tip

What Should My Financial Goals Be? - Daniel Cook, CFP®, AIF® | Chief Financial Officer 

We often ask clients the question "what are your financial goals?" Surprisingly, many do not have an answer to that. Do you? If not, don't be embarrassed. Instead take a look at what Dan Cook has to say about the topic. He outlines 5 respectable financial goals you could adopt as your own!

New to Summit?

Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.

Fill out the form below to schedule a complementary 30 minute phone call with one of our advisors to see where we can best serve you on your journey towards financial contentment!

Request a Free Consultation

Thank you!