Summit Financial Partners
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Our focus is to preserve and protect client assets to ensure financial independence.
09/16/2021
09/16/2021
The SFP Boston Sunset Dinner Cruise was a huge success! The SFP Family came together in stormy weather and enjoyed a night of fun, food and lots of laughs. The band "Closing Time" led to some fancy footwork on the dance floor which washed away those rainy day blues!
For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
Are you worried about outliving your retirement savings? You are not alone.
Assets minus liabilities = net worth. When was the last time you calculated yours?
06/30/2021
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
06/28/2021
Want to make sure that your favorite local spots are around post-pandemic? Learn how to help in this short video.
Supporting Local Business In a Crisis Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
06/25/2021
Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.
06/23/2021
Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.
06/21/2021
With interest rates near historic lows, does refinancing your home make sense for you?
Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage.
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Woburn, MA
Opening Hours
| Monday | 8am - 5:30pm |
| Tuesday | 8am - 5:30pm |
| Wednesday | 8am - 5:30pm |
| Thursday | 8am - 5:30pm |
| Friday | 8am - 5:30pm |
| Saturday | 8am - 12pm |