Because achievement comes in many forms FP: Individual Tax & Financial Planning
EB: Employee Benefits RP: Retirement Plans

Why Summit?

Working with Summit

 

Working with Summit

We believe that each client is unique, no matter how large or small, individual or organization.  We believe that ware uniquely qualified to develop a solution that will solve your most pressing benefit plan and financial planning needs, sending a clear message to your organization that you care about their well being, and fulfilling the needs for the individual.

What we stand for is excellence and expertise in every aspect of our business. What you can expect to receive is unwavering support, reliable guidance, dependability, and fairness.

We bring a thorough knowledge of best industry practices, government regulation, and real-world practicalities to create comprehensive, flexible, and cost-effective benefit plan designs for you.

 

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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.