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Jessica Troxel, CFP®

Summit Wealth Advisors, LLC

10801 Mastin Blvd
Ste 370
Overland Park, KS 66210
Phone: (913) 563-7300

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.