Our Services

      We are governed with extreme care in the preparation, implementation, and management of custom-tailored financial and investment management plans for families. Each family is special and unique within it's own right and we serve each family accordingly.

     While developing a customized financial program, we walk clients through a step-by-step process that results in decisions based on clear discernible information.

     Once client goals are clearly stated in measurable terms, we customize strategies to match their vision and objectives. We help clients execute a financial program utilizing the following investment solutions and services that incorporates their tolerance for loss and their tolerance for investment risk.

                                      ~ Personal Customized Financial Plans ~

                     > Retirement Planning                     > Estate Planning (Will; Trust)

                     > College Education Planning         > Durable Power Of Attorney

                     > Insurance Needs Analysis           > Health Care Directive

                     > Six Month Progress Reviews      > Investment Portfolio Design

                     > Long Term Health Care Plans    > Investment Portfolio Management

                                             > Employer - Employee Benefit Plans

                                              ~Serving Clients Since 1976~

                  ... planning and managing to preserve and grow financial legacies ...

     Summit Brokerage Services, Inc., its affiliates, and Turpin Martin Powell, Inc., do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.