Live Oak Corporate Center, 2601 Cattlemen Road, Suite 501, Sarasota, FL 34232

(941) 907-0101

info@lpfadvisors.com

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Office: (941) 907-0101

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Live Oak Corporate Center

2601 Cattlemen Road, Suite 501

Sarasota, FL 34232

info@lpfadvisors.com

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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.
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