Held to a higher standard
The members of the Tumlin Levin Sumner Wealth Management team are well-versed in dynamic portfolio management, as well as retirement planning, risk management, estate planning and charitable giving strategies.
In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Hall Sumner obtained his CFP® certification in 2007. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
How does working with a CFP® certified advisor benefit you? Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
We will work with your attorney, CPA and other professionals to ensure you have a holistic wealth management plan that incorporates the matters that matter most to you. Simply put, we’re professionals who stand at the ready to offer high-caliber advice for your financial life, so you can focus on living yours.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.