LPF Financial Advisors

(941) 907-0101 info@lpfadvisors.com

Contact

Office: (941) 907-0101

Toll-Free: (866) 897-8234

Live Oak Corporate Center

2601 Cattlemen Road, Suite 501

Sarasota, FL 34232

info@lpfadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor, doing business as LPF Advisors. For more information about Summit, please visit www.summitfinancial.com for Summit’s Form ADV Part 2A Brochure and other important disclosures.

Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as LPF Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS is not affiliated with Summit nor LPF Advisors.

The Summit Integrated Financial Planning group includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Summit Financial, LLC., established 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.
Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss.

CLIENT RELATIONSHIP SUMMARY

https://summitfinancial.com/Form_CRS.pdf

Form ADV 2A

https://summitfinancial.com/Summit_Financial_ADV_Part_2A.pdf

Wrap Fee Program Brochure

https://summitfinancial.com/Summit_Financial_Wrap_Fee_Program_Brochure.pdf

BCP (Business Continuity Plan)

https://summitfinancial.com/BCP.pdf

Privacy Notice

https://summitfinancial.com/Privacy_Notice.pdf