What We Do
Your Retirement, Simplified
At Summit Financial Networks, we specialize in creating personalized retirement strategies that provide financial security and peace of mind. Whether you're already retired or planning for it, our hands-on approach simplifies complex financial concepts, helping you understand investments, insurance, estate preservation, and wealth management. We address the unique challenges of retirement, including the risk of outliving your savings, by focusing on comprehensive money management and strategies that support your long-term financial well-being.
Investment Management
Discover customized investment strategies designed to enhance and safeguard your assets. With our in-house management, we deliver personalized, cost-effective solutions aligned with your financial objectives.
Insurance
Our insurance services focus on protecting your assets and securing your peace of mind. We offer expert guidance on selecting the right policies to meet your needs, ensuring that you are adequately covered while maximizing your savings on premiums.
Financial Planning
Our financial planning services aim to help you build a secure and prosperous financial future. We create tailored strategies based on your individual goals, risk appetite, and time frame, ensuring a balanced approach to wealth accumulation and management.
Get in Touch Today
Ready to take control of your financial future?
Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.
General Contact Info
| Phone: | 925-977-8350 |
| Mobile: | 925-360-6364 |
| Email: | jfaber@summitfn.com |
Pleasant Hill Office
3478 Buskirk Avenue
Suite 245
Pleasant Hill, CA 94523
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Summit Financial Networks is a region of Cetera Advisor Networks LLC. Registered Representative offering Securities and Advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC),member FINRA/SIPC, Broker-Dealer, and Registered Investment Adviser. CA Insurance License #0D91499.
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
