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  • Summit Wealth Strategies
    365 Millennium Dr Ste C Crystal Lake, IL 60012-3747 T: 815.455.5050
    Map and Directions Map and Directions
  • Belvidere, IL-8EN01
    175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
    Map and Directions Map and Directions
  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554-9318
    Map and Directions Map and Directions
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Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
Family & Lifestyle
Read
Read
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Family & Lifestyle
The do's and dont's of managing up
Working remotely can add an extra challenge to building effective relationships. Conquer it with these tips.
Family & Lifestyle
Harness the power of flexible lending
Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream... horse?
Family & Lifestyle
Read
Relaunching your career with a returnship
These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Family & Lifestyle
Read
Homebuyer in a seller’s market? Focus on your preparation
To help ensure a smooth purchasing experience, prospective homebuyers should be as prepared as possible.
Family & Lifestyle
Read
Loved ones, legacies and life insurance
For some estate planning and financial goals, life insurance may be just the solution.
Family & Lifestyle
The generosity and sacrifice of non-professional caregivers
Supporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider.
Family & Lifestyle
Raising smart spenders and savers
Key financial lessons to teach your children as they grow.
Family & Lifestyle
Whet your appetite for travel again with these experiences
Consider some new, unforgettable ways to explore the world as traveling becomes safer and more accessible.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

  • 365 Millennium Dr Ste C Crystal Lake, IL 60012-3747
  • 815.455.5050
  • Map & Directions
  • Map & Directions
  • 175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
  • Map & Directions
  • Map & Directions
  • 884 Fort Eagle Estates Ln Phelps, WI 54554-9318
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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