PressNewsRoomMitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses financial anxiety currently being experienced even by the affluent. Orlando, FL – February 11, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management – Florida Division, a wealth management company, recently published a […]
Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses the current state of the US economy and places it in historical context. Orlando, FL – February 9, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth […]
Brian Fricke, financial and retirement planning expert, is pleased to announce the success of their 6th Annual Matching Gift Program at Financial Management Concepts Orlando, Fla. – December 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently wrapped up their 6th Annual Matching Gift Program. […]
Brian Fricke, financial and retirement planning expert, publishes article citing asset allocation myths investors should avoid. Orlando, Fla. – November 4, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Asset Allocation Myths You Need To Avoid ” where […]
Brian Fricke, financial and retirement planning expert, recently put together an Elite Professionals Group to eliminate the hassle and worry out of finding competent and trusted professional advisors. Orlando, Fla. – October 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently initiated an Elite Professionals […]
Top 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 […]