West Virginia Owned, Serving Across the USA

It is with heavy hearts, that we formally announce the passing of advisor Philip R. Mason, on December 24, 2020 at the age of 66. Phil was born and raised in West Virginia. He earned a Ph.D. in Education Administration from Bowling Green, a Master of Business Administration from Western Washington University, and a B.S. in Business Administration from West Virginia University.

Phil loved watching the Mountaineers play and enjoyed outdoor activities, especially boating. He had a passion for helping people and was committed to our community. Phil served on the Fairmont City Council and as Deputy Mayor. 

Most of all Phil Mason loved his family. He was immensely proud of his children, wanting them to be happy, as well as contributing members of society.

Phil was with Summit for almost four years. He had a warm voice and a unique sense of humor. Philip R. Mason will be deeply missed by our Summit family.

 

Do you have questions or concerns about retirement planning, or your IRA/401K? Would you like to talk to an advisor on how to invest your money, or what investment options are available? Summit Financial Networks is here to assist you and we offer no-cost, no obligation, consultations. Our advisors will work with you to create a plan for retirement, provide advice in an early retirement "buy-out" offer, and assist you with your IRA/401K from past employers.

We are a full-service brokerage firm with advisors that can help you invest your money, plan for retirement, assist in Estate planning, set-up 529 college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. Please look at our products and services page for more information on what we offer. 

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 Are you required to take an RMD, but don’t really want to? Do you have a 501(c)(3) charity that you support? Have you considered a Qualified Charitable Distribution? Qualified Charitable Distributions are direct transfers from your IRA to a qualified charity. This type of direct transfer from your IRA results in a non-taxed distribution benefiting your tax bill as well as your favorite charity. 

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Phillip Burton at 304-363-0073 to obtain a prospectus, which should be read carefully before investing or sending money.

Check out the background of this investment professional on FINRA's BrokerCheck.

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