Summit Capital Advisors

Individuals & Families

WHY USE SUMMIT CAPITAL ADVISORS?

A Registered Investment Advisor

Does Your Advisor Offer The Following Services?

Summit

Your Advisor

	Yes	Yes	No	Don't know
Provide Coordinated Financial Planning and Solutions?	Yes	Yes	No
Licensed to Give Tax Advice?	Yes	Yes	No
Provide Tax Planning and Preparation?	Yes	Yes	No
Have a full-time Enrolled Agent (EA), Accredited Tax Preparer (ATP) on Staff?	Yes	Yes	No
Provide a full range of Estate Planning solutions?	Yes	Yes	No
Supported by a Team of Outside Professionals (attorneys, property and casualty, insurance, mortgage broker, etc)?	Yes	Yes	No
Review your tax return in depth at least annually to reduce your taxes?	Yes	Yes	No
Firm Requires All Representatives to become Certified Financial Planners (CFP®)?	Yes	Yes	No
Specialize in Retirement Distributions?	Yes	Yes	No
Have complete independence from influence by a Broker/Dealer? (Eliminates conflicts of interest)	Yes	Yes	No
Have over 30 Years of Financial Experience?	Yes	Yes	No
Have Specialized Designations/Training: Certified Financial Planner (CFP®), Asset Allocation Management Specialist (AAMS®)?	Yes	Yes	No
Have Direct Access to Frank Russell Portfolio Managers?	Yes	Yes	No
One of only 130 (approx.) Russell Investment Group Advisors nationwide?	Yes	Yes	No
Firm and All Representatives have a spotless	Yes	Yes	No
Know you by (first) name?	Yes	Yes	No
Is a fiduciary and puts your best interest first - as required by law?	Yes	Yes	No
Call You - Just To Say Hi?	Yes	Yes	No
Give You Personalized Gold Medal Service?	Yes	Yes	No