We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Live your life with Passion, pursue your Meaningful Purpose, and leave your Legacy.
We work with you to develop innovative strategies to help manage, protect and transition your wealth.
Premfin, Inc., An independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA &
SIPC, and advisory services offered through Summit Financial Group, Inc., a Registered Investment