Who We Are

 

 

Since 1990, we have been helping successful families and business owners cut through the noise regarding financial and tax issues to simplify their lives and protect what they’ve built.

 

Through wars, recessions, stock market booms and busts, and unprecedented challenges in world affairs, we have helped our clients keep more of what they make, utilize the advantages in the tax code in ways that their other advisors don't, and protect their assets from lawsuits, creditors, divorce and taxes.

 

By listening to our client's personal desires for family protection, a secure retirement, building a legacy or successfully exiting their business, and applying the experience of our group and the unequalled expertise of Summit Financial Resources, we are able to provide comprehensive answers that traditional advisors can’t.  In fact, we often provide our clients with new strategies months or even years before they become fashionable to the rest of the industry.

 

Our greatest rewards are the long lasting relationships we enjoy, built on trust, service, and results.  We are currently working with the second and third generations of many families and we look forward to helping you and your family accomplish the goals you care about most.

 

     Robert L. Iola, Jr., CLU, ChFC