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Office: 703-914-3812

20130 Lakeview Center Plz

Suite 100

Ashburn, VA 20147

dave@rethinkiwm.com

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The Summit Integrated Financial Planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Insurance may be offered through Summit Risk Management, LLC, an affiliate of Summit.

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Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as RETHINKwealth, 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-275-3600.

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