Summit Wealth Advisors

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Summit Wealth Advisors Our focus is on building lifelong relationships with our clients. We do not offer legal, tax or accounting advice. Member SIPC, https://www.sipc.org.

As a fee based financial planning firm operating under a fiduciary standard of care, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. We believe our flat fee based system helps make potential conflicts of interest transparent when advising our clients on their unique situation. What makes us unique is that we work with our clients in 3 different ways and which relationship is chosen by the client. Foundational Strategy:

Sometimes all you need is a specific product or service to round out your already in place plan. The cost of a comprehensive plan does not make sense in these situations, and we take an unbiased approach to finding the best fit for you

WEALTH BASIC:

Designed for clients who want a flat fee financial plan. As your financial advisor, we give straightforward guidance to get your entire financial life in order. WEALTH ELITE:

Our WEALTH ELITE process is everything from WEALTH BASIC but for a more complex client. We incorporate coordinating with your other advisors such as CPAs and estate attorneys to build a comprehensive financial plan. WEALTH ELITE brings everything together under one clear path and gives you ongoing access to our team and partners year after year. We are committed to building long-term relationships with our clients and helping them reach their goals is our number one priority. Drawing on our knowledge, experience, and world-class tools, we strive to build financial freedom for our clients. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, we promise a new level of attention, insight and capability. We will help you:
• Define your personal financial goals
• Develop a financial strategy designed to help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees. Securities & investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Summit Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory address: 4830 W. Kennedy Blvd. #800 Tampa, FL 33609 (813) 286-2280. We are licensed to sell insurance in: AL, FL, GA, TN. Securities licensed in: FL. CRN202505-2312025

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Protect your business and shape your future. I can help.
09/28/2026

Protect your business and shape your future. I can help.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

September is Life Insurance Awareness Month — a reminder that for business owners, life insurance can help protect more ...
09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Address

4830 W. Kennedy Boulevard Suite 800
Tampa, FL
33609

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