Institutional Intelligent Portfolios™

MY FINANCIAL PLAN

ARE YOU ON TRACK?

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These materials have been independently produced by Summit Financial Wealth Advisors.
Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
Intelligent Portfolios™ is an automated investment management service for independent
advisors sponsored by SWIA and available exclusively through independent investment
advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

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326 Heymann Blvd. Lafayette, LA

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Office: 337-232-1141

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Fax: 337.232.1137   

712 Celebrity Dr. Ruston, LA*

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Office: 318-255-1005

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Fax: 318-255-1005

1890 Hudson Cir. Ste 1. Monroe, LA*

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Office: 318-323-3752

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Fax: 318-387-4511

6425 Youree Dr. Ste 285. Shreveport, LA*

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Office:318-963-8675

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Fax: 318-387-4511

*This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

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