Professional Guidance Focused on Your Success
Creating roadmaps for your financial journey
Our team of experienced advisors unlocks the potential in your finances. We are dedicated to your financial security and peace of mind, going beyond traditional wealth management by offering personalized strategies that align with your goals and aspirations.
Protections for the Unexpected
Life presents many challenges. Our team of highly credentialed and experienced advisors provides comprehensive solutions to fit your unique needs.
Individual Life and Disability Insurance
Secure your family's financial future with solutions designed to meet your unique Medicare, life, and disability needs.
Navigating the Medicare Maze
The complexities of Medicare can be overwhelming. We empower you with knowledge and guidance to make confident decisions, maximize benefits, and achieve peace of mind.
Social Security
The “right” time to retire along with making the most tax-efficient decisions can be daunting. It is vital to have effective partners to help you make the most of your Social Security benefits.
Long-term Care Planning
Meet the evolving needs of aging with flexible choices to fund home health care, assisted living, and comprehensive nursing care, instilling confidence and optimal outcomes.
Devoted to Your Retirement Readiness
A well-designed plan aids in financial success. Whether growing your money, generating income in retirement or preserving wealth for future generations, confidence comes with a personalized plan.
Financial Planning
Tailored to match goals and strategies for wealth accumulation and legacy preservation; we work with you to craft and manage your plan.
Tax Strategies and Coordination
Optimize your financial health with proactive tax planning strategies, minimizing liabilities and enhancing your wealth’s growth potential.
Estate Planning
Ensure your legacy with strategic planning, protecting your assets and guiding the transfer to future generations according to your wishes.
Investment Management
Maximize your portfolio’s potential with a professional investment management team, aligned with your financial goals and risk tolerance.
Philanthropy and Charitable Giving
Secure your legacy and amplify your impact with intentional giving to make a lasting difference.
College Savings and Investments
Create a roadmap to fund your family’s educational goals.
Ready to Talk? Let's Meet.
Frequently Asked Questions
Our Financial Advisors at Summit are relationship-focused rather than product-focused. We prioritize understanding your unique goals and needs, offering personalized strategies and regular meetings to ensure your financial success.
Yes, Summit Financial Group acts as a fiduciary for our clients’ accounts, meaning we are legally and ethically obligated to act in your best interests at all times.
For the individuals and families that we serve, we offer a comprehensive range of financial services including portfolio management, retirement planning, education planning, tax planning, and estate and charitable giving planning.
Our advisor-client relationship is built on trust and regular communication. We set up meetings based on your needs and goals, ensuring that our advice is always aligned with your financial objectives.
Summit Financial Group employs proactive tax planning strategies to help you minimize tax liabilities. This includes tax-efficient investment options, strategic asset allocation, and personalized advice to optimize your tax situation.
Our financial professionals provide valuable guidance to help you achieve your goals and live a life full of meaningful experiences. We offer expertise and personalized strategies to navigate complex financial decisions.
If you’re looking for an experienced team of advisors who offer grand-scale planning and complete support to help you get the most out of your life experiences, Summit might be right for you. We focus on understanding your unique needs and providing tailored solutions.
This will depend on your goals, plan, and how much guidance you’re wanting. Just as each plan is crafted for your unique situation, the frequency of meetings will be up to you, based on your unique needs and wants. Contact the office to learn more.
