Making sure you are doing everything with your finances, to ensure you achieve all of your family's dreams can be a daunting task. Take advantage of this opportunity to work with Alex Panas, an experienced independent Certified Financial Planner practitioner, and his team, who will customize a plan to address your current issues (investment management, tax reduction strategies), risk management (insurances), goal planning (funding children's education, vacation home, gifting, charity, etc.), and financial independence (retirement planning, income distribution, long-term care, estate and estate tax planning).

Alex Panas, CFP has been practicing for 23 years and works with Summit Financial Resources.