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SUMMITWEALTHINC.COM

Cambridge Investment Research

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CONTACTS AT SUMMITWEALTHINC.COM

Robert F. Lau Inc.

Robert Lau

1541 Leg●●●●●●●●e Circle

Silv●●●●orne , Colorado, 80498

United States

1.97●●●●8800
ro●●●●●●●●@gmail.com

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Robert F. Lau Inc.

Robert Lau

1541 Leg●●●●●●●●e Circle

Silv●●●●orne , Colorado, 80498

United States

1.97●●●●8800
ro●●●●●●●●@gmail.com

View this contact

Robert F. Lau Inc.

Robert Lau

1541 Leg●●●●●●●●e Circle

Silv●●●●orne , Colorado, 80498

United States

1.97●●●●8800
ro●●●●●●●●@gmail.com

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https://summitwealthinc.com

This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

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Cambridge Investment Research

http://www.summitwealthinc.com/learning_center/newsletters

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. 47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000. Source: Employee Benefit Research Institute, 2017. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing. Are UITs for You? What current trends in workfo...

2

Tax Library : Cambridge Investment Research

http://www.summitwealthinc.com/learning_center/tax_library

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. View key dates for the upcoming tax season.

3

Our Location

http://www.summitwealthinc.com/location.cfm

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. Send Us a message. Please complete the Contact Form and we'll be in touch. The data on this form is submitted and transmitted via a secure connection. For more information about our firm and the services we offer, contact us today. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. To residents of AZ, CA, CO, FL, HI, KS, MO, MT, NY,OR, SC, TX, VT.

4

Fee-Based Services : Cambridge Investment Research

http://www.summitwealthinc.com/Fee-Based-Services.5.htm

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. Our fees are completely transparent and we do not get paid a commission on asset management so we are not incentivized to "sell" specific investments. Also, the annual fee can be negotiated depending upon the assets under management. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA.

5

Our Firm : Cambridge Investment Research

http://www.summitwealthinc.com/Our-Firm.1.htm

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. At Cambridge, we are champions of independent. Privately owned, in business for 28 years. Over 1,800 Rep/Advisors, supported by approximately 322 Home Office staff. Headquartered in Fairfield, Iowa, and served by a Midwestern culture of courtesy. Registered in 50 states, with clearing through National Financial Services LLC (NFS), Member FINRA/SIPC. A five-time hono...

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Members Alphabetically | Women of the Summit

http://womenofthesummit.com/members/members-alphabetically

Women of the Summit exists to help professional Summit Countians Thrive! Become a WOTS Member Today! Accounting and Bookkeeping (1). Counseling and Coaching (2). Food and Beverage (1). Health and Wellness (2). Real Estate and Property Mgmt (2). About Wilderness, LLC – Maryann Gaug. About Wilderness, LLC – Maryann Gaug. 596 W Coyote Drive. 109;egaug@earthlink.net. Http:/ www.falcon.com/author/maryann-gaug. Http:/ www.facebook.com/HikingColoradoGuides. All Money Matters, LLC – Lanelle Barnett. Arrow Insura...

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Summit Wealth Advisors, LLC | An Independent Wealth Management Firm helping successful families manage, preserve, and transfer their wealth.

Summit Wealth Advisors, LLC. An Independent Wealth Management Firm helping successful families manage, preserve, and transfer their wealth. November 4, 2013. Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help. Don’t put your eggs all in one basket. When the ...

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Tuesday, 04 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. NAPFA-National Association of Personal Financial Advisors. AICPA-American Institute of Certified Public Accountants. Put the SWA advantage to work for you. Read timely articles from our SWA team. Send us an email or call us today. We specialize in working with C.H. Robinson employees across the U.S. Do You Need More Time to Enjoy Life? All of your time constraints may be causing you to ask:. So perhaps you've...

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Summit Wealth Group | Wealth Management | Financial Advisor | Retirement Income Planning

Investor 360 Client Login. We create custom-tailored financial strategies to help you pursue your dreams. The resources of a large firm, with the personal attention of a small practice. It’s about freedom; freedom to pursue passions and dreams. Welcome to Summit Wealth Group. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. As a courtesy to you, a l...

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Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Our knowledgeable team is committed to serving you with the integrity and personal service you deserve. Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We understand that every client’s needs are unique and constructing a customized plan is essential. The partner you trust to navigate the complexities of wealth management. It would be ou...

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Cambridge Investment Research

Summit Wealth Advisors, Inc. Investment Advisory and Management. Markets at a Glance. Summit Wealth Advisors, Inc. 610 Main Street Suite 15. Please feel free to contact us with any questions. We have interesting videos for you to watch on my site. We have interesting blog posts for you to read. Summit Wealth Advisors, Inc. Diams; Financial Planning. Diams; Fee-Based Services. Diams; Investment Advisory and Management. Reacting emotionally may hinder your investment results. More Videos ». More Calculator...

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