Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) an SEC Registered Investment Adviser doing business as WealthPlan Advantage.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.
Neither Summit nor WealthPlan Advantage recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided.
The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit and its affiliates are not endorsing these third party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms.