 Bruce R. Olmstead, CFP® Professional, reliable, competent advice—with integrity at its core. The CFP certification mark identifies individuals who have met standards established by the Certified Financial Planner Board of Standards, Inc. in four areas:
Our ideal clients are looking for a long-term relationship with an advisor. The focus of our practice is comprehensive, integrated financial planning. We know that, foremost, our clients are looking for two things in a planner: integrity and competence. To that end, we provide personalized, quality, value-added service. We have no proprietary products to sell—our financial plans are solutions oriented. Financial planning is the process of determining how individuals can meet their life goals through the proper management of their financial resources. Central to our financial planning philosophy is our belief in wealth management. Wealth management is for everybody—it is comprehensive planning—for your whole life. We believe that financial planning is more than growing large accounts. Like the four cornerstones of a pyramid, wealth management includes:
All of these areas are important for your financial success. Retirement planning and rollover IRAs are our specialties. We also have extensive experience in the following: investment management, employer-sponsored retirement plans, stocks, bonds, money markets, mutual funds, education funding, income tax planning, life insurance, annuities, long-term care insurance, estate planning, and charitable giving.
For an initial consultation*, click here or call Summit Brokerage Services, Inc. at 706-576-4422 or 678-364-9330. *The initial consultation is at no cost. |
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