Summit Blog

Here is an example of how we have helped our clients with their financial needs. Angela and George’s Story I began working with Angela and her husband George just as they were both about to …

Here is an example of how we have helped our clients with their financial needs. Carolyn’s Story When I first met Carolyn, she was a vivacious, engaged person with an active social life.  She had …

Here is an example of how we have helped our clients with their financial needs. Bethany’s Story My relationship with Bethany began many years ago when she became more actively involved in managing her Aunt’s …

Here is an example of how we have helped our clients with their financial needs. Claire’s Story Claire, like me, was widowed after her husband lost his battle with cancer.  Claire’s children were already teenagers …