Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We as a firm focus and specialize in helping you  achieve your goals in reaching above average income for retirement while keeping your risk and taxes to a minimum.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you and your family execute a sound financial program utilizing many different types of invesments including:

  • Stocks
  • Municpal Bonds
  • Real Estate Investment Trusts
  • Limited Partnerships
  • Corporate Bonds
  • Insurance

We can help you reach your goals in every catergory including:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Wealth Accumulation and Estate conservation
  • Wealth Transfer
  • Preparing for College

 

 

 

Summit Brokerage Services, Inc., it's affiliates and Archer Financial do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.