Summit Financial Planning, Glen Allen,VA
One-time, as-needed or ongoing advice on your entire financial situation or on specific topics such as cash flow, retirement planning, investments, college funding, insurance needs, tax planning, estate planning, long-term care, financial checkups and second opinions. As a fee-only financial plannign firm we are compensated directly and only by our clients. We do not receive commissions from the sale of investments or insurance products. Our fees are based only on the amount of time spend evaluating the client's financial situation and meeting with them to provide specific recommendations. The mission of Summit Financial Planning, Inc. is to guide people with timely, objective advice to help them make the best possible financial decisions through professional, fee-only planning. Jennifer Luzzatto is a Chartered Financial Analyst and Certified Fiancial Planner proctitioner and founding principal of Summit Financial Planning, Inc., a fee-only financial planning and investment advisory firm located in Richmond, VA.