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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.
Saving and investing may seem mundane to some, but there are ways to make it more fulfilling. Here are three strategies to do good things with your money, now and long after you're gone.
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