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 770-460-5771.
*The initial consultation is at no cost.
Life in the 21st Century offers many exciting challenges and opportunities. Today, there are many financial strategies that can help you reach your short- and long-term goals. Your financial professional can be a valuable resource as you review your financial situation, ascertain your progress, and make any necessary adjustments.
While your retirement may seem a long way off, you owe it to yourself to look toward the future and begin thinking about what you can do today to help ensure a well planned retirement tomorrow. Although time may be on your side, if you ask some of the retirees you know, they will probably tell you that saving for retirement is not as simple as it initially appears.
Over the past several years, Congress has proposed scenarios in which the estate tax is reduced or repealed; however, Washington lawmakers are unable to come to an agreement on the issue.