Experience

Summit Financial Planning

• United States
• Financial Services

• CFP

  • 1995 - Present

  Sigma Financial Corporation300 Parkland PlazaAnn Arbor, MI 48103Securities offered through Sigma Financial Corporation, member FINRA (www.FINRA.org)/SIPC (www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Individual Financial Planning, Inc. is independent of Sigma Financial Corporation and SPC.This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, LLC , SPC or Individual Financial Planning, Inc. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.



-

• United States
• Restaurants
• 1 - 100 Employee

• CFP

  • 1994 - Present