Summit Investment Planning

Summit Investment Planning Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Whether you are just beginning to invest for the future, saving for a specific goal, nearing retirement, or preparing your estate, we can help guide you through the peaks and valleys of your financial journey. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financia

l professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/03/2026

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

09/01/2026
08/31/2026

The latest issue of Market Week is available.

08/28/2026

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08/27/2026

See key market data for the week ending August 21, 2026.

08/24/2026

The latest issue of Market Week is available.

08/19/2026

The IRS has announced increased standard mileage rates for the second half of 2026.

08/18/2026

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08/17/2026

The latest issue of Market Week is available.

08/14/2026

IRS Migration Data show that taxpayers are moving from higher-tax states to lower-tax states.

Address

8100 Three Chopt Road Ste 128
Henrico, VA
23229

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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