top of page
Snow-capped mountain peaks rising above green hills.

Summit Financial Services, Inc.

4286 Bells Ferry Road, Suite 214
Kennesaw, GA 30144

Phone:

678-631-1032

Fax:

(678) 681-1389

E-mail:

Your Independent Financial Consultants

Summit Financial Services, Inc. is an independent, full-service financial planning and wealth management practice, committed to helping our clients achieve their financial goals through customized plans designed specifically for their individual objectives.  

Our Independence

We are completely independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of investment companies and insurance providers.  We recommend only those products and services that can be tailored to meet our clients' unique goals and objectives. 

Our Commitment to Quality

We pride ourselves on our high level of professionalism.  We endeavor to provide you with only the highest quality information, services, and products to help you reach your goals.   The quality of our work is evidenced by the relationships we have fostered.

Our Team

We are dedicated to developing lasting relationships with all our clients. Our representatives have extensive personal and professional experience and are licensed to offer a variety of investment and insurance products. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We're looking forward to using our expertise to help you achieve your financial goals.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator is designed to help you attach a dollar figure to your life’s work.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck