Financial Strategies Team For Those in Transition

Divorce • Retirement • Loss of a Spouse

Michael W. Conway, CFP®, ChFC E mail: Michael W. Conway

Michele S. Babakian, MBA, CRPC, FPS E mail: Michele S. Babakian

Summit Financial Resources, Inc.
4 Campus Drive
Parsippany, NJ 07054
Phone: 973-285-3600
Direct: 973-285-4707

About Us Michael and Michele have over 50 years of combined experience providing financial solutions for their clients. Together, with their personal team of eight, Michael and Michele will prepare you for the challenges you are facing. They will educate you on all the important financial issues and offer personalized, creative strategies. This team will walk with you to help you gain the confidence you need to work toward achieving financial security and independence. Areas of Expertise Education and Guidance in developing a Strategic Plan to meet your financial goals Access to our Summit Financial Resources, Inc. professional staff of CPAs, tax and estate attorneys, insurance and investment specialists Tax and Estate Planning which may minimize taxes now and in the future Insurance analysis to determine what types you need now and later in life Retirement analysis to determine how your current lifestyle can be maintained into your 60's, 70's and beyond Personalized investment management Michael and Michele have published articles and a book entitled: Love, Money, Control: Reinventing Estate Planning. They also lecture widely on a variety of topics. For more information, please contact: Summit Financial Resources, Inc. 4 Campus Drive Parsippany, NJ 07054 Phone: 973-285-3600 Direct: 973-285-4707 E mail: Michele S. Babakian E mail: Michael W. Conway Please visit our website for more information: http://www.summitfinancial.com Note: Consult your financial advisor before making any investment decision. Past performance is not indicative of future results. Summit Financial Resources, Inc., Michele S. Babakian or Michael W. Conway are not lawyers nor are they affiliated with any law firm. We provide referrals to other professionals for specialized assistance when necessary. Because of the possible unanticipated changes in governing statutes and case law relating to the application of the information contained on this web page, the authors and creators and any and all persons or entities involved in any way in preparation of the web page disclaim all responsibility for the legal effects or consequences of the interpretation of the information provided. Individuals intending to use this web page as an information resource should seek advice from family law professionals and experts. This website was not created and made available with the intention that it be used to procure aid in any legal matters in any jurisdiction. copyright © 2010, Summit Financial Resource, Inc. Please be sure to Mention Divorce when contacting this Professional