Summit Financial Consulting

Summit Financial Consulting Summit Financial Consulting has been assisting Individual & Corporate Clients Since 2003. Please contact us at www.summitfc.net or (586) 226-2100 to learn more.

WORKING WITH PEOPLE YOU TRUST - Since 2003, the Wink family has been assisting individual and corporate clients find solutions to their financial planning needs. While we have the resources of a large investment company, we are a family business, have a fiduciary responsibility for our clients, and always want our clients to feel at home! We take great pride in what we do and fully appreciate the

process of helping our clients pursue and maintain financial security. Note: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting, LLC. . Health Insurance products and services are offered through Summit Health Services, LLC, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Michigan or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

06/02/2026

SpaceX might be heading toward one of the biggest IPOs in history.

But what actually is an IPO?
An IPO, or initial public offering, is when a private company starts selling shares to the public for the first time.

That means everyday investors may be able to buy shares through the stock market.
But IPOs can be risky.

Some get a lot of early excitement and jump quickly. Others fall once the hype cools off.
James Baldwin breaks down what an IPO is, why investors pay attention, and what to understand before getting caught up in the headlines.

Follow us for more financial education content.

06/01/2026

What even is a financial advisor?
A lot of people hear that term and think:
โ€œThatโ€™s only for wealthy people.โ€

But financial planning can apply to many different stages of life and income levels.
At a basic level, a financial advisor helps people create a strategy around their finances based on their goals.

That may include:
Savings and investing.
Retirement planning.
Budgeting
Insurance planning.
Tax-efficient strategies.
Preparing for major life events.

Daniel at Summit Financial breaks down what a financial advisor actually does โ€” and why it may be more relevant to your life than you think.

06/01/2026

๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐˜€๐—ผ๐—บ๐—ฒ๐˜๐—ต๐—ถ๐—ป๐—ด ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฝ๐—ฒ๐—ป๐—ฑ ๐—ผ๐—ป?

Food delivery. And it adds up faster than most people realize.

Service fee. Delivery fee. And menu prices inside the app that are already higher than the restaurant's normal menu โ€” even with a premium membership.

James Baldwin breaks down why this is one of the common silent spending traps he sees.

05/30/2026

Giving Back: Helping Families Keep Their Homes

Charitable Giving | Money Talks Ep 50

Full Episode: https://youtu.be/4MIuyfpYl6g

05/29/2026

Giving Back: Our Firm's Commitment to Community Impact

Charitable Giving | Money Talks Ep 50

Full Episode: https://youtu.be/4MIuyfpYl6g

05/28/2026

Tax Deductions 2026: New Donation Rules Explained!

Charitable Giving | Money Talks Ep 50

Full Episode: https://youtu.be/4MIuyfpYl6g

05/27/2026

๐—ง๐—ต๐—ฒ ๐—ฒ๐—ฎ๐—ฟ๐—น๐—ถ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—ฐ๐—ต๐—ฒ๐—ฐ๐—ธ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐—ต๐—ฎ๐—ฏ๐—ถ๐˜๐˜€, ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ถ๐—บ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐—ต๐—ฎ๐˜€ ๐˜๐—ผ ๐˜„๐—ผ๐—ฟ๐—ธ.
Your late 20s arenโ€™t โ€œtoo earlyโ€ for financial planning.

They may be one of the most important times to start.

James Baldwin breaks down the 4 things your financial physical should cover:
The math behind starting early. Lifestyle creep. Silent financial risks. And building a prescription for your goals.

Have questions? Call Summit Financial at (586) 226-2100

05/26/2026

๐—ฌ๐—ผ๐˜‚๐—ฟ ๐Ÿฎ๐Ÿฌ๐˜€ ๐˜ƒ๐˜€ ๐˜†๐—ผ๐˜‚๐—ฟ ๐Ÿฏ๐Ÿฌ๐˜€ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น๐—น๐˜† โ€” ๐—ต๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐˜„๐—ต๐—ฎ๐˜ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ๐˜€.
Budgeting.
Managing debt.
Building credit.
Starting to save.

In your 30s, the focus often shifts toward stability and intention.
It becomes less about โ€œHow do I manage my money?โ€
And more about โ€œHow do I use my money more intentionally?โ€

Zach Bachner breaks down what each decade actually looks like financially and what to focus on depending on where you are.

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for the...
05/25/2026

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for their sacrifice.

Address

43409 Schoenherr Road
Sterling Heights, MI
48313

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(586) 226-2100

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