Who We Are
Summit Financial Solutions is headquartered in Tempe, Arizona, one of the sunniest cities in the nation and home to Arizona State University. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve built a reputation for remarkable personal service since our firm’s inception, and we are dedicated to reinforcing it with each client interaction. With over 100 combined years of experience advising clients on all aspects of financial planning, we bring deep insight and unique perspective to improving their financial lives
What We Do
Our firm is dedicated to helping individuals, families, and employers through a detailed and personal approach. We provide needs-based financial planning and customized solutions. We work closely with our clients to assist them with retirement guidance, investment allocation and selection analysis, asset management, tax reduction strategies, estate planning and administration, and risk management services.
Our primary commitment is to help you pursue the financial future you are dreaming of. Whether you want to give back to your community, plan a lasting legacy for your loved ones, or just live comfortably during retirement, we can help you get there. Contact us today to learn more..
Why We Do It
Providing sound, experienced financial guidance within our warm, family-like atmosphere gives us a great sense of pride and fulfillment. We genuinely care about making a positive impact in the lives of others. Summit Financial Solutions is built on a foundation of integrity, commitment, loyalty, and kindness. But these aren’t just words we say - they are the principles on which we base all of our client interaction. We are proud of the fact that we have served many of our clients for decades and continue to care for them and their families throughout multiple generations.
Our Fiduciary Responsibility
As Investment Advisor Representatives, our team is held to a higher fiduciary standard than a broker, insurance salesperson or bank employee. We are obligated by law to place our clients’ interests first and we believe that our clients appreciate our loyalty, integrity, candor, and consultative approach.
The fiduciary duty we adhere to requires us to act in the best interest of our clients and to put our clients’ needs above our own at all times. We must act with trust and loyalty, provide upfront disclosures, and eliminate possible conflicts of interest.
In addition to being fiduciaries, we are also completely independent and are therefore not tied to any proprietary products or commission-based sales quotas. We provide comprehensive needs based financial planning and offer customized financial solutions. We take into consideration your retirement cash flow and liquidity needs, current and future tax projections, estate distribution wishes, risk management needs, investment allocations and selections, and much more. We only recommend strategies that are in our clients’ best interests and work for you and you alone.
We are in a unique position because we provide the boutique level of service from a small firm, but also have the backing of Cambridge Investment Research, a leading independent broker-dealer. Cambridge has over $137 billion assets under advisement, 900 home office associates, and over 3,800 independent registered representatives serving hundreds of thousands of clients across the US.1