Summit Financial Consulting

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Summit Financial Consulting

Tax Planning
Summit Financial Consulting provides comprehensive planning strategies including but not limited to: Investment Advisory Services, Retirement, Estate, Business, and Tax Planning. We can help with investments, IRA Rollovers, 401(k) Rollovers, SEP IRAs, stocks, bonds, managed portfolios, and mutual funds. We are happy to do home appointments, especially in: Auburn Hills, Bingham Farms, Birmingham, Bloomfield Hills, Centerline, Chesterfield, Clinton Township, Grosse Pointe, Howell, Huntington Woods, Lansing, Macomb, New Baltimore, Novi, Okemos, Port Huron, Romeo, Royal Oak, St. Clair Shores, Shelby Township, Sterling Heights, Troy, Utica, Warren, Washington Township, West Bloomfield, MI. We have CWA Members as clients, as well as employees and retirees of AT&T, DTE, Consumers Power (Consumers Energy), AAA, GM, Ford, and Chrysler. With so many employees and retirees needing help with union buyout decisions, we’re happy to help your family through these difficult times and important decisions.

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Summit Financial Consulting LLC

Summit Financial Consultating LLC

Summit Financial Consultating

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http://www.summitfc.net

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Business Coaches & Consultants, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (586) 226-2100

Address: 39090 Garfield Rd Ste 105, Clinton Township, MI 48038

Website: http://www.summitfc.net

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Summit Financial Consulting

Tax Planning
Summit Financial Consulting provides comprehensive planning strategies including but not limited to: Investment Advisory Services, Retirement, Estate, Business, and Tax Planning. We can help with investments, IRA Rollovers, 401(k) Rollovers, SEP IRAs, stocks, bonds, managed portfolios, and mutual funds. We are happy to do home appointments, especially in: Auburn Hills, Bingham Farms, Birmingham, Bloomfield Hills, Centerline, Chesterfield, Clinton Township, Grosse Pointe, Howell, Huntington Woods, Lansing, Macomb, New Baltimore, Novi, Okemos, Port Huron, Romeo, Royal Oak, St. Clair Shores, Shelby Township, Sterling Heights, Troy, Utica, Warren, Washington Township, West Bloomfield, MI. We have CWA Members as clients, as well as employees and retirees of AT&T, DTE, Consumers Power (Consumers Energy), AAA, GM, Ford, and Chrysler. With so many employees and retirees needing help with union buyout decisions, we’re happy to help your family through these difficult times and important decisions.
Estate Taxes
Avoiding Probate
A trust is a form of ownership that is set up by the estate owner to receive and hold title of the assets prior to their distribution to the heirs. A trustee is designated to manage the trust in accordance with its provisions. There are several different kinds of trusts, each designed to serve a specific purpose such as to avoid probate, minimize estate taxes, or manage the assets of the estate.
Tax Services
While death and taxes may be certain in life, there are a number of strategies that you can use to minimize their impact or even avoid certain taxes altogether. The first step will be to review your previous year’s tax returns for missed deductions and then prepare for future tax-saving opportunities. We believe in tax reduction planning, not only tax preparation.
Income Tax
The deadline for filing taxes is April 18th, but tax preparation begins January 1st of the previous year. Throughout the year, you want to address issues that may have tax implications before year-end. This will allow us time to make adjustments to your tax plan to increase the efficiency of their overall income tax strategy.

Investment Management
As independents, we’re not handcuffed to any investment companies and are able to utilize whichever investments we feel will benefit our clients the most. This allows us to be more nimble in our portfolio management and buy and sell when we feel the time is right, not when an investment company says we are allowed to. We are a large enough firm to have access to a broad universe of investment options, and we continue to analyze the investments available. We compare past performance, internal expenses, market correlation, etc., when comparing potential investments. We are independent so we perform our own analysis rather than relying on the guidance of a parent-company.
Mutual Funds
Bonds
Wealth Management
We make certain the most important parts of our client’s estates have been addressed and that their hopes, wants, and needs have been thoroughly discussed as we examine our 13 Wealth Management Issues document. Our financial plans are comprehensive, so we ensure all of the parts work efficiently together.

Accounting Services

Financial Planning
Reviewing your Social Security benefits before or during retirement is essential for maximizing income, financial planning, verifying eligibility, understanding options, lifestyle planning, and adapting to changes in the Social Security system. It empowers you to make informed decisions and ensures that you receive the benefits you’re entitled to in your retirement years.
Retirement Planning
Since 1987, the Wink family has been assisted individual and corporate clients in finding solutions to their retirement planning, financial planning, 401K, investment management, estate planning, tax planning, life insurance, and education planning needs.
Annuities
Our mission is to bring holistic financial planning to working-class American families. The high net worth – people with $10 million, $20 million, and more – have always had access to holistic planning with the attorney, the financial advisor, the stockbroker, the insurance agents, and the accountant collaborating on their behalf. But the working-class people who have needed it the most have primarily been served by salespeople selling investments, annuities, REITs, trusts, wills, and tax returns. All have been sold products and services that are not tied together in a holistic plan. Our mission is to change that and provide our clients the same concierge level of service that was previously only reserved for the ultra-wealthy.
Long Term Care
Long-term care insurance helps you maintain financial independence and security in the event you suffer a condition that requires long-term care, such as a chronic illness or car accident. Given the United States aging population, many people already have family or friends who suffer from waitlists and overcrowded long-term care facilities. Yet private home or facility care is an expensive alternative, especially for retired people on a fixed income.
Asset Management
James brings experience from multiple Fortune 500 companies to the team. He completed two summer internships in the accounting department at DTE Energy and also interned with Fiat-Chrysler in Auburn Hills, managing the company’s Pension Fund as part of their Asset Management Team.
College Funding
We empathize with these concerns and incorporate them into your overall financial plan. In Michigan, there are quite a few options you have in saving and preparing for your child’s higher education. One way we implement education planning into your financial portfolio is by assisting you in setting up a college savings plan.

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