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:
- Education
- Examination
- Experience
- Ethics
Struggling to solve your financial puzzle?
Let us help you find a solution.
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 financial planning—for your whole life. Like the four cornerstones of a pyramid, wealth management includes:
- Building wealth
- Protecting wealth
- Distributing wealth
- Transferring wealth
All of these areas are important for your financial success.
Services include:
*in conjunction with qualified tax and estate planning professionals
For an initial consultation at no cost, click here
or call Bruce R. Olmstead, CFP® at 678-364-9330.
Securities offered through Summit Brokerage Services, Inc., Member FINRA and SIPC.
Advisory services offered through Summit Financial Group, Inc.