Summit Investment Planning

Welcome to Greer Financial Group. We provide comprehensive financial strategies and guidance for small business owners and those heading into retirement or already retired. Growing a small business is one of the hardest but most gratifying careers. Your business is your livelihood and, as such, any hiccups can have repercussions. We’re here to help you prepare for those hiccups and strategize a way to build your business, so you have a legacy to leave your children and grandchildren. We know there is no singular, best place in which to place your retirement, because each retiree or couple have varying goals for their sunset years. It’s our duty to work with you to understand these unique goals and build the retirement you envision.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Platt Financial will help you create a financial road map to pursue retirement success. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Investment advice offered through Skip Platt DBA Platt Financial, a registered investment advisor. Skip Platt and Platt Financial are separate entities from LPL Financial