Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We provide what we believe to be the most personal service available. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Services

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully strategize our every career move, so that we progress to the top of the ladder in our respective fields. Sadly though, while we

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking in that ball game? We do some longer-term planning too: Does it pay to invest

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the

Steve Polaski CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
spolaski@summitfn.com
Mr. Polaski was born and raised in Sunnyvale, California. He enlisted in the United States Air Force in 1989 serving six years as a Russian Translator...

Are you curious if you’re on the right track in the pursuit of your financial goals? Do you have questions regarding your current portfolio? Contact Steve today for a free, no-obligation consultation.

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