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Summit Financial Advisors

Home
Who We Are
Our Firm
Our Team
Strategic Affiliations
What We Do
Our Process
Our Services
Our Tools
News & Insights
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Contact Us
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Featured
How AI Scams Are Fooling Smart People And What You Can Do About It
Jun 16, 2025
How AI Scams Are Fooling Smart People And What You Can Do About It
Jun 16, 2025

The evolution of AI has created remarkable opportunities. It has also created new methods for scammers to attempt to deceive us. Scammers are using artificial intelligence to mimic voices, fake video calls, and craft personalized messages that sound like someone you trust.

These scams are evolving fast, but being informed gives you an advantage. With just a few small changes to your habits and awareness, you can reduce your risk and stay in control.

Jun 16, 2025
Ready to Grow Your Wealth? Discover Your Investment Mindset
May 7, 2025
Ready to Grow Your Wealth? Discover Your Investment Mindset
May 7, 2025

What would you do differently if you had full confidence in your investment plan?

Would you invest more? Stay the course when the market dips? Stop second-guessing every financial move?

The truth is, most investors either don’t have a clear strategy, or they’re not sure if the one they have still fits their goals.

With more than one-third of adults planning to change their investment strategy in 2025, it’s clear: people are ready to take action with their money.

But action without a plan is just guessing.

May 7, 2025
WILLPOWER GAP and GOALS How to Improve Self-Control and Enjoy Greater Success in Life
Apr 11, 2025
WILLPOWER GAP and GOALS How to Improve Self-Control and Enjoy Greater Success in Life
Apr 11, 2025

Do you know what your brain does on willpower?

It’s happening whenever you try to resist anything or form new habits. When you’re using willpower, the part of your brain responsible for reasoning, impulse control, and problem-solving (the prefrontal cortex) is activated.

The more we know about willpower, the better we’ll be at exercising it, making good choices, and achieving our goals.

Apr 11, 2025

 

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Summit Financial Advisors, 10900 Wayzata Blvd, Suite 830, Minnetonka, MN, 55305, United States(651) 583-7290info@summitadvisorsmn.com

Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Summit Financial Advisors are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Level Four Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, FL, IN, MN, WI, SD, UT, WA.

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