PressNewsRoomTop Wealth Management Firm Providing Free Financial Plans to Victims of Breast Cancer Summit Wealth Management offers life-changing gift to families in duress. Orlando, Fla. – October 12, 2010 – Summit Wealth Management, Inc. – Florida offices, has recently announced they are taking action! Too many great families and legacies are damaged in the wake […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]