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Summit Financial, LLC
With 17 years of experience in the financial services industry, Michael Aloi specializes in working with executives, professionals and retirees. Since he joined Summit Financial, LLC, Michael has built a process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house estate and income tax specialists, Aloi offers his clients coordinated solutions to scattered problems. Outside of work, he enjoys spending time with his wife and three children.
For some people who lose their spouse, it could make perfect sense. For others, not so much. Here's how to judge what could be a prudent approach in this stressful and confusing time.
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