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    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  

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