We're a dedicated team of wealth management specialists with over 50 years' combined experience. Our main focus is retirement planning. We want to help you transition to life after work by easing your financial worry. Our team includes Douglas Young, CRPC®. Doug takes pride in helping our clients develop a successful, long-term strategy for managing their wealth. Stephen Wierhake, CFP®, believes it’s important to learn what’s significant to our clients, who they care about, and what legacy they want to pass on. Karen Quinn, our client relations manager, focuses on building long-term client relationships by supporting our client’s individual needs as they plan for their future. We are just ordinary people, living and working in Charlotte County. We don't think of ourselves just as number crunchers, we're in the helping business. We love what we do and take great pride that entire families have turned to us, one generation after the next. 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.