Skip to main content
DBA Logo
DBA Logo
  • Home
  • About Us
    • Our Professionals
    • Our Services
    • Financial Planning
    • Retirement
    • Insurance Planning
    • Corporate Services
    • Employee Retirement
    • Wealth Management System
    • Investment Management
    • Executive Compensation
    • Business Succession
    • Risk Management
  • Learning Center
    • Retirement
    • Life Insurance
    • Investing
    • Other Financial Topics
  • Client Resources
    • Account Resources
    • Beneficiary Resources
  • Contact Us
    • Appointment Sign-up
    • Customer Service Contacts
    • Careers
    • Login / Register

Site Map

  • Home

    • Contact Form
    • Our Services
    • Financial Planning
    • Retirement
    • Insurance Planning
    • Corporate Services
    • Employee Retirement
    • Wealth Management System
    • Investment Management
    • Executive Compensation
    • Business Succession
    • Risk Management

  • Associates

    • Nasmi Morales, CFP
    • Anthony (Tony) Coward
    • Barrett Koerner, CLU, ChFC

  • Calculators

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability
    • Cost of Retirement
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Retirement Portfolio Lifespan
    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion
    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Cash Flow Analysis
    • Lifetime Earnings
    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance

  • Videos

    • The Latte Habit
    • Do You Know Who Your Beneficiaries Are?

  • Quote Requests

    • 401K Information Request

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

SummitWealth Partners is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck