Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor, doing business as Kyros Private Wealth.

Investment advisory and financial planning services offered by Investment Advisory Representatives through Summit Financial, LLC, ("Summit"), a SEC-Registered Investment Advisor. Securities brokerage offered by Registered Representatives through Private Client Services, ("PCS"), Member FINRA/SIPC. Summit and PCS are not affiliated companies.

PCS and Summit do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. PCS and Summit reserve the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by PCS and Summit and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation.

Summit Financial, LLC, a SEC Registered Investment Adviser established November 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.

This e-mail transmission may contain information that is proprietary and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies. Summit has taken precautions to screen this message for viruses or malware, but we cannot guarantee that it is virus or malware free nor are we responsible for any damage that may be caused by this message. Please do not include private information (passwords, account numbers, social security numbers, etc.) in your e-mail communication with Summit.

Although several Summit representatives are admitted attorneys and/or CPAs, they act exclusively in a non-representative capacity. Neither they or Summit 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 tax statements contained herein were not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes.

Rightsizing for Retirement

Have a Question?