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 * Home
 * About
 * Services
 * For Executives
 * Insights
 * Contact Us
 * Schedule an Appointment


MICHAEL ALOI, CFP


 * Home
 * About
   * The Team
   * The Summit Advantage
   * Costs & Other Questions
   * Contact Us
 * Services
   * Overview
   * Financial Planning
   * Retirement Planning
   * Tax Planning
   * Investment Management
   * Insurance Planning
   * Restricted Stock and Stock Options
   * Personal Financial Website
 * For Executives
   * Executive Overview
   * Executive Insights
 * Insights
 * Contact Us
 * Schedule an Appointment


 * Executive Overview
 * Executive Insights


BUILT FOR EXECUTIVES

Between travelling for work, the never-ending conference calls, and all-day
meetings you barely have time with your family, let alone to research tax codes
or review the changes to your company's benefits. Even if you did have the time,
soon you will be busy again and financial planning is put on the back burner. At
Summit Financial, LLC, I focus my team's service to provide unique solutions
that answer executives' unique needs, and we focus your financial plan so it
takes into consideration all of your company plans, stock plans, pensions and
more.  

By working with us, you have access to your Personal Financial Website to
aggregate your accounts in one easy to view and secure portal: 




I encourage you to review my Executive Strategy Brochure and sign up for our
Executive Insights Newsletter to learn more. 


EXECUTIVE WEALTH PLANNING PROVIDES PERSONAL ADVICE ON THE FOLLOWING: 

 * Concentrated Stock Strategies
 * Pre-IPO or Post-IPO Tax Planning
 * Stock option planning
 * Restricted Stock Unit (RSU) tax planning
 * Deferred Compensation advice
 * Group life insurance & group disability
 * 401(k) management and advice
 * Employee stock purchase plans


LEARN MORE FROM MY EXECUTIVE BLOG POSTS


OR READ MY ARTICLES ON KIPLINGER'S WEALTH CREATION PAGE AND SENIOREXECUTIVE.COM








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Executive Insights Newsletter

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SCHEDULE A COMPLIMENTARY CONSULTATION




MICHAEL ALOI, SUMMIT FINANCIAL, LLC




              



Disclosure - Form CRS

ADV 2A | Wrap Fee Program Brochure | Privacy Notice | BCP 

*The use of ZURICH, CHUBB, AIG, MARSH, ALLIANZ, and EVEREST RE's names are
neither a testimonial nor endorsement of Michael Aloi by any of these firms or
any current or former employee of these firms.

The views and opinions expressed in this post are solely those of the author and
do not represent those of, nor should they be attributed to Summit Financial
LLC.

By clicking on the link, you will enter the web site created, operated and
maintained by a third-party. The information and opinions found on this web site
(sites) have not been verified by us, nor do we make any representations as to
its accuracy and completeness. By linking to this web site, Summit Financial,
LLC and affiliates are not endorsing this third-party’s products and services,
or its privacy and security policies, which may differ from ours. We recommend
that you review this third-party’s policies and terms and conditions to fully
understand what information may be collected and maintained as a result of your
visit to this web site.

Summit is not a technology service provider. The Personal Financial Website is
not intended to be, nor should it be construed or used as, technology, account
management or identity theft prevention advice.

Investment advisory and financial planning services offered through Summit
Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered
through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State St., Albany, NY 12207 ("PKS"). PKS and Summit
Financial, LLC. ("Summit"), are not affiliated companies. Investments through
PKS and Summit are:

NOT FDIC INSURED NOT BANK GUARANTEED

MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL
AGENCY

Summit only transacts business in states where it is properly registered or
notice-filed, or excluded or exempted from registration requirements. Follow-up
and responses that involve the rendering of personalized investment advice and
financial planning for compensation will not be made without state investment
adviser and investment adviser representative registration requirements, or an
applicable exemption or exclusion. To learn more about the differences between
brokerage and advisory services contact your Wealth Manager or go to
https://summitfinancial.com/Important-Client-Information.pdf.

The Summit financial planning design team includes admitted attorneys and/or
CPAs who act exclusively in a non-representative capacity with respect to
Summit’s clients. Neither they nor Summit provide tax or legal advice to
clients. Clients should make all decisions regarding the tax and legal
implications of their investments and plans after consultation with their
independent tax or legal advisors.




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