Summation Strategies was founded by Anne Taylor in order to be able to provide high quality financial advice to those that need it without any conflict of interest and to be able to focus on strategic recommendations rather than making financial product sales.
Strictly fee for service, Summation Strategies do not accept any incentives or commissions from financial institutions, nor do we charge percentage based fees. We will not recommend that you change any of your existing accounts or policies unless there is a real long term benefit to you in doing so.
Anne understands that every person’s situation and preferences are unique and is skilled in devising financial strategies that meet individual needs. She believes that everyone can benefit from being more in control of their financial situation and having a plan in place. She is an avid reader and researcher of all things to do with personal and small business finance and is constantly looking for new ways in which she can help her clients.