Tag: finance

Summit Wealth Management, Inc. Nominated For Florida Companies To Watch Award

Summit Wealth Management was recently nominated for the 2011 Florida Companies to Watch Award. Orlando, Fla. – October 11, 2010 – Summit Wealth Management, Inc. – Florida offices, has recently received the distinct honor of being nominated for the 2011 Florida Companies to Watch Award. Summit Wealth Management has the opportunity to join an elite […]

Written by on October 11, 2010

Retirement Planning and Financial Expert, Brian Fricke, Offers Four Must Have’s For Proper Estate Planning

Brian Fricke, financial and retirement planning expert, publishes article giving four examples of imperative estate documents that every family should have in place. Orlando, Fla. – October 7, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Four Must […]

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Retirement Planning and Financial Expert, Brian Fricke, Explains How Surviving Spouses Can Avoid Tax Mistakes

Brian Fricke, financial and retirement planning expert, writes about some common tax mistakes made by surviving spouses, and offers ways to avoid them. Orlando, Fla. – October 4, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, recently published an article on his website titled “Surviving Spouses – Don’t […]

Written by on October 4, 2010

Investment Expert and Financial Wealth Coach, Mitch Levin, Nominated As One of 401kWire’s Most Influential Advisors

Mitch Levin, financial wealth coach, public speaker and investment expert, was recently nominated as one of 401kWire’s Top 300 Advisors in Defined Contribution Orlando, Fla. – September 21, 2010 – Mitch Levin, Summit Wealth – Florida’s CEO & Managing Director and one of the country’s most respected investment experts and wealth coaches, speaker and Best […]

Written by on September 21, 2010

Summit Wealth – Florida’s CEO & Managing Director, Mitch Levin, MD, CWPP, CAPP, Being Recognized as One of Central Florida’s Most Influential Businessmen

Mitch Levin, financial wealth coach, public speaker and investment expert, was recently nominated as one of Orlando Business Journal’s “Most Influential Businessmen of 2010.” Orlando, Fla. – September 15, 2010 – Mitch Levin, Summit Wealth – Florida’s CEO & Managing Director and one of the country’s most respected investment experts and wealth coaches, speaker and […]

Written by on September 15, 2010

Retirement Planning and Financial Expert, Brian Fricke, Discusses Current State of Economic Recovery

Brian Fricke, financial and retirement planning expert, explains the current state of the US economy and the disconnect between economic numbers and local economic confidence. Orlando, Fla. – September 3, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, recently published an article on his website titled “Is The […]

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Investment Expert and Financial Wealth Coach, Mitch Levin, Hits Amazon Best-Seller List With New Book, “Power Principles For Success”

Mitch Levin, financial wealth coach, public speaker and investment expert l, recently hit Amazon.com’s Best-Seller List with his new book, “Power Principles for Success.” Orlando, Fla. – August 18, 2010 – In collaboration with America’s PremierExperts®, Mitch Levin, founder and Managing Director of Phipps Lane, LLC, recently released the book, Power Principles for Success. The […]

Written by on August 18, 2010

Retirement Planning Expert, Brian Fricke, Accepted For Membership in NAPFA®

Brian Fricke, author and retirement planning expert, has been granted membership into the prestigious organization, The National Association of Personal Financial Advisors. Orlando, Fla. – August 17, 2010 – Brian Fricke, CFP, founder of Financial Management Concepts and “Worry Free Retirement” author and expert, was recently selected to join elite company in The National Association […]

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Retirement Planning Expert, Brian Fricke, Discusses Pros and Cons of Early Mortgage Payoff

Brian Fricke, author and retirement planning expert, explains the importance of owning your home free and clear. Orlando, Fla. – July 30, 2010 – Brian Fricke, CFP, founder of Financial Management Concepts and “Worry Free Retirement” author/expert, recently published an article on his website titled Why You Should Own Your Home Free and Clear, where […]

Written by on July 30, 2010

Financial Advisor and Retirement Planning Expert, Brian Fricke, Featured in FoxBusiness.com Article

Brian Fricke, author and retirement planning expert, was recently interviewed for a FoxBusiness.com article about the transition into retirement. Orlando, Fla. – July 6, 2010 – Brian Fricke, Certified Financial Planner® and author of the book “Worry-Free Retirement,” was recently interviewed for a FoxBusiness.com article titled “When Retirement is Just Around the Corner.”  The June […]

Written by on July 6, 2010