Schedule with Sean McDermott, CFP®

To schedule a 30 minute phone meeting please click here.

To schedule a 60 minute in-office meeting please click here.

 

Schedule with Nathan Krampe, CFP®

To schedule a 30 minute phone meeting please click here.

To schedule a 60 minute in-office meeting please click here.

 

Schedule with Russell Rogers

To schedule a 30 minute phone meeting please click here.

To schedule a 60 minute in-office meeting please click here.

 

New to Summit? What to bring to your first meeting:

  • Financial Statements
  • Pension Information
  • Social Security Full Retirement Age numbers
  • Insurance Information
  • Last Year’s Tax Return