The members of the Tumlin Levin Sumner Wealth Management team are well-versed in dynamic portfolio management, as well as retirement planning, risk management, estate planning and charitable giving strategies.
In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Hall Sumner obtained his CFP® certification in 2007. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
How does working with a CFP® certified advisor benefit you? Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
We will work with your attorney, CPA and other professionals to ensure you have a holistic wealth management plan that incorporates the matters that matter most to you. Simply put, we’re professionals who stand at the ready to offer high-caliber advice for your financial life, so you can focus on living yours.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.