Summit Wealth Management does not employ traditional marketing to reach new clients.  Our preferred clients and business associates are in a unique position to introduce others to our firm, so that they too might benefit from our services.  We recommend to all our clients that they refer their friends, family and associates for our objective, fee-only services.
 
Who should you introduce to Summit?

- Family members, friends or associates, and small business owners.

Why should you introduce someone?

- Summit offers outstanding service, and careful, personalized, objective financial advice.
- Michael W. Baumstark is a CFP™ (Certified Financial Planner) Licensee, and our Summit Team offer true objective financial planning.
- There is no obligation or cost associated with an introductory meeting, and all discussions with Summit are strictly confidential.
- We will treat your friends and associates with the same respect we offer you.
- Our preferred clients receive full services at reduced expenses.

How do you introduce someone?                                                         

Step 1
- Talk to your friend or associate about what you like about Summit Wealth Management as a financial planning firm.
- Explain how you feel you have benefited from our full services at reduced expense.  This may include how Summit protected you during market down turns, or the Personal Summit Life Plan approach that includes your Personal Summit Financial Guide (checklist system).
 
Step 2
- Ask the person if he or she would like to learn more about us and perhaps meet with us.
- Call us with your friend’s permission, and give us your friend’s name, address and telephone number.

Step 3
- Tell your friend he or she will be receiving introductory information about Summit and a phone call, with no obligation on their part. 
- We will call the person to discuss our firm, and offer an introductory meeting.
- At this meeting, your friend and the Summit Team will have the opportunity to see if they want to work together.