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Investment Management Services & Pricing

Summit Financial is commited to helping you invest in your future.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you achieve an ongoing strategy that works for you. 

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
SFIS Advisory Fee

SFIS Advisory Fee

We are here to help build your personalized investment plan so you can reach your financial goals. We consistently review your accounts to make sure your investments are in the best place possible. Here is our fee structure for our ongoing management.