Shay Summers

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We work with households having a minimum of $500,000 in U.S.-based investable assets.

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Wealth Management

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Law Enforcement Aviation Sports Dentists Catholic Focus

Shay Summers

Administrative Assistant

Articles by Shay Summers

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

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401k & Business Services

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