Model Data

Last Update: 11.2.2021

Institutional Intelligent Portfolios™

MY FINANCIAL PLAN

ARE YOU ON TRACK?

© PIEtech, Inc. Reproduced with permission. All rights reserved.

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.

ADV

Privacy Policy

Summit Financial Wealth Advisors is an independently managed firm.

Securities offered through Registered Representatives of Cetera Advisor Network, LLC, member FINRA/SIPC. Cetera is under separate ownership than any other named entity.

Advisory services offered through Summit Financial Wealth Advisors, an independent Registered Investment Advisor.

Check out the backgrounds of our investment professionals on FINRA's BrokerCheck.

326 Heymann Blvd. Lafayette, LA

Office: 337-232-1141

Fax: 337.232.1137

712 Celebrity Dr. Ruston, LA*

Office: 318-255-1005

Fax: 318-255-1005

1890 Hudson Cir. Ste 1. Monroe, LA*

Office: 318-323-3752

Fax: 318-387-4511

6425 Youree Dr. Ste 285. Shreveport, LA*

Office:318-963-8675

Fax: 318-387-4511

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

info@summit-financial.com

© Copyright 2018 Summit Financial Wealth Advisors