The 4 H’s of Financial Wisdom Part 2 episode artwork

EPISODE · Dec 16, 2022 · 2 MIN

The 4 H’s of Financial Wisdom Part 2

from Reach Your Summit Podcast · host Summit Wealth Group

The 4 H’s of Financial Wisdom Part 2In this week's mini-episode, Ross Haycock in our Colorado Springs office continues his 4-week series on the 4 H's of financial wisdom. Here’s episode 2 of that mini-series. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

The 4 H’s of Financial Wisdom Part 2 In this week's mini-episode, Ross Haycock in our Colorado Springs office continues his 4-week series on the 4 H's of financial wisdom. Here’s episode 2 of that mini-series. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the f...

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This episode was published on December 16, 2022.

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The 4 H’s of Financial Wisdom Part 2In this week's mini-episode, Ross Haycock in our Colorado Springs office continues his 4-week series on the 4 H's of financial wisdom. Here’s episode 2 of that mini-series. Ross Haycock, CFP®, AIF®, CKA®, is the...

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