Summit Financial Strategies Inc Careers in Columbus, OH

Summit Financial Strategies helps clients and people they care about achieve financial stability and security. We’re different from other financial planning firms as we are not part of a brokerage house or bank; we’re independently owned, which allows us to give objective advice in our clients’ best interests. It’s really rewarding work! We specialize in people preparing for retirement, with speciality practice areas of Medical Professionals, Corporate Executives, and Business Owners. We offer comprehensive financial planning services. We also offer investment advisory services. Fee-only (no commissions). Retirement planning - are you on track? Investment management Executive Compensation (Stock options, Restricted stock, Company stock in 401k, ...) Tax planning to control lifetime tax impact Estate planning College funding, and tax advantages Specialties Wealth Management, College Planning, Retirement Planning, Tax Planning