Process For Individuals

Contact

Summit Wealth Strategies, LLC

Office: 303-954-8141

Fax: 720-639-6119

The Forum at Cherry Creek

425 S Cherry Street, Suite 720

Denver, CO 80246

Info@summitws-co.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 advice offered through Resources Investment Advisors, LLC., an SEC-registered investment advisor. Neither Summit Wealth Strategies, LLC or Resource Investment Advisors, nor its representatives offer legal or tax advice. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.