Summit Financial Advisors

Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals. Our prospective clients often approach us with the following questions: • Am I saving enough? • When can I retire? • Are my assets properly aligned for my risk tolerance? • Can I afford to send my children to college? • Is my family properly protected against an unexpected loss of income? At Summit Financial Advisors, we understand these challenges and can offer targeted strategies to help address your goals. We value strong relationships built on an in-depth knowledge of our clients' financial situation. Our independence and ability to offer objective advice uniquely positions us to be our client's primary advisor, working as a liaison with other professionals in your life to work towards addressing your goals. We strive to guide your financial journey from base to summit. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Summit Financial Advisors, Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. http://www.finra.org https://www.sipc.org -For a list of state in which we are registered to do business, please visit www.summitadvisorsmn.com

Momentum Advisors

Momentum Advisors is a Securities and Exchange Commission ("SEC") Registered Investment Advisor (RIA). As an independent investment firm, we are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions. We are proud fiduciaries committed to serving our clients first. Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world's finest corporations, and educational credentials from the nation's top universities. As markets change, and life events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, comprehensive, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor helps them navigate the turbulent financial markets strategically. What sets apart? Charisma, innovation and entrepreneurship. Momentum Advisors takes a very special interest in developing chosen clients into entrepreneurs and business owners by sourcing––or developing––private investment opportunities on behalf of its clients. These investments range from passive investments in third-party private equity funds to control positions in their own companies. As investors, advisors and owners, we have a particular strength in the acquisition and development of franchise units, nationally. Momentum Advisors is directly invested in the development and acquisition of franchises; currently owning several franchise units across multiple industries, in partnership with their clients.

The Credit Repairmen

The Credit Repairmen is a regional credit restoration company located in San Antonio, Texas working with clients and creditors to improve credit profiles. Our primary focus is to help our clients attain their goals. Whether the end result is purchasing a home, getting a car, a new credit card, or even help with a student loan, The Credit Repairmen focuses on alleviating credit stress and helping clients through the process. We believe everyone deserves a second chance and our credit experts are here to help you. We work with you, the credit bureaus and your creditors to get you the highest credit score possible and educate you to keep it that way.

Kemp Harvest Financial Group®

Kemp Harvest Financial Group® is an independent retirement services firm. Since 1989 we have specialized in helping our clients prepare for retirement, assisting them through the retirement process and into their post-retirement years. Each of our clients has a life after retirement and we want that life to be one of financial confidence; which is why we believe in providing personal, professional, and prudent financial planning to each client. We are committed to gaining our clients' trust through clear discussion, listening to needs and wants, and providing honest expectations. Our ability to integrate our services helps our clients pursue their financial goals, allowing us to build long-lasting relationships. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Kemp Harvest Financial Group may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CU Evolution

CU Evolution exists to ENGAGE, EQUIP, and EVOLVE, in turn strengthening our CU Members through our customized consulting.