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  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

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840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  •  bshaw@summitfn.com

Important COVID-19 NY EXECUTIVE ORDER

Lundy Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Registered Representatives of Cetera Advisor Networks may only conduct business with residents of the United States and/or jurisdictions in which they are properly registered. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

Cetera Advisor Networks LLC and its affiliates and Lundy Financial Services do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Contact Us: 989-269-7427 | Toll-Free: 888-989-6828

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