1.Private Wealth Management An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory Services offered through…

1. LIFESTYLE PHILANTHROPY REVISITED — PART I Giving through Charitable Remainder Trusts By Robin S. Davis, CFP One of the most popular vehicles for giving to charities,…

1. LIFESTYLE PHILANTHROPY REVISITED — PART I Giving through Charitable Remainder Trusts By Robin S. Davis, CFP One of the most popular vehicles for giving to charities,…

1. PAGE FOURTEEN CASS CITY, MICHIGANC M Y KCASS CITY CHRONICLE - WEDNESDAY, MAY 1, 2013Transit (nonbusiness)rates, 10 words or less,$4.00 each insertion;additional words…

At Summit, our mission is clear and unequivocal: to treat our financial advisors as our customers, and to provide them with the same level of service and support that they…

At Summit, our mission is clear and unequivocal: to treat our financial advisors as our customers, and to provide them with the same level of service and support that they…

1. PAGE TWELVE CASS CITY, MICHIGANC M Y KCASS CITY CHRONICLE - WEDNESDAY, APRIL 24, 2013Transit (nonbusiness)rates, 10 words or less,$4.00 each insertion;additional words…

Sometimes size isn’t all that matters. Financial Planning’s FP50 rankings list IBDs based on total revenue. Yet as part of the data collection process, we track a variety…