What first comes to mind when you ponder the phrase “financial planning?” For some, there is anxiety. For others, confidence. For many, uncertainty or confusion. In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality.
That was the subject of an interesting article on MSN.com that caught our attention recently. “5 Common Myths You Should Know About Financial Advice” debunks – you guessed it – five myths while offering accurate, corresponding facts about the role of financial advisors and their efforts to assist you, the investor.
At Summit, we take particular pride in debunking Myth #2: “my advisor only focuses on my account balance – everything else is up to me.” Our clients are more than just numbers on a computer screen. For us to make important decisions for our clients’ financial future, we need to know their goals, interests and even personalities. Otherwise, we aren’t helping them achieve their long-term financial goals.
Financial planning is not one-size-fits-all. Our approach is to be thorough and professional in determining how our solutions fit your unique retirement and investment challenges or goals.
Please feel free to reach out to a Summit Financial advisor to discuss how our unique approach to financial planning can benefit you and your family’s financial future.
Summit Financial Corporation
700 District Avenue
Burlington, MA 01803
Tel: (781) 229-9500
Fax: (781) 229-2700
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC
Third Party Administrator (TPA) services offered by Summit Financial Corporation are separate and unrelated to Commonwealth Financial. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth