 6885 or visit their website to learn more at gosummitwealth.com. Sean O'Keefe and Dan Blair are investment advisor representatives of and investment advisory services offered through Impact Partnership Wealth LLC, a registered investment advisor firm. Impact Partnership Wealth LLC and Summit Wealth Strategies LLC are separate and unaffiliated entities. Insurance and annuities offered through Summit Wealth Strategies LLC. The comments above are no substitute for personal tax advice. You should consult your legal and or tax professionals before making any financial decisions.