As a business owner or other high net worth individual, you face a unique set of financial advisory needs. Increasing volatility in markets requires extra care in financial planning to ensure you take advantage of every opportunity and are strategically prepared for each new twist. With significant assets at stake, it’s critical that you have the highest quality of professional support to help manage your investments to create, preserve and distribute your wealth.
How should you determine the best investments? Your goals are a personal matter that reflect the nuances of your own life, and cannot be assumed to follow any preconceived model. Risk tolerance varies by individual as well as over time. Only personalized consultation that delves deeply to establish your financial style, wishes and long term asset management goals will result in the tailored advisory services you want and deserve.
There is an attractive alternative to traditional, commission-based investment management. Imagine a long term relationship with a professional of the highest expertise and integrity. Whatever your financial goals may be, Summit Financial Advisors, Inc. helps you find the creative solutions that allow you to secure your assets and provide the life you want for yourself and your family, now and for generations to come. Services include:
- Estate analysis
- Investment services
- Policy evaluation and analysis for personal, life, disability and health insurance
- Executive compensation plans
- Qualified retirement plans
- Coordination of group and individual employer benefits
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Summit Financial Advisors and Dent Moses are Independent of ProEquities, Inc.
Check the background of your financial professional on FINRA’s BrokerCheck.
Please be advised that presently Michael Baker holds series 7 and 63 licenses in Alabama. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
ProEquities exclusively provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from ProEquities.