Financial Planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Insurance may be offered through Summit Risk Management, LLC, an affiliate of Summit.
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Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss.
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