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Retirement Planning

Summit's team of professionals would like to help you reach your financial goals and maintain financial independence through a comfortable retirement. Whether you are developing an investment strategy, evaluating your retirement objectives or reviewing your insurance needs, we can help ensure you are on track.

To schedule an appointment to discuss retirement planning, call (314) 480.1393 or e-mail info@summit-advisory.com.

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Our Services

For Individuals

Comprehensive Financial Planning

Asset Management

Investment Planning and Review

Tax Reduction Strategies

Estate Transfer and Protection

Family Wealth

For Businesses

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.