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How We Work

Summit Financial & Insurance Services offers a wide array of services that cater to the unique circumstances and needs of our clients. After discussing your financial goals and history, we will create a plan, and together, work towards accomplishing your objectives by building a solid financial foundation.

What financial goals do you hope to see happen in your lifetime?

At Summit, we work with you to create a plan for you, your family, or your business that is tailored to your budget, assets, and comfort level with risk that will help you pursue your financial goals and dreams.

  • Goal Setting
  • Portfolio Design
  • Financial Planning

How much money will you need for retirement?

As the life expectancy of Americans has increased over the years, so has the amount necessary to save for retirement. We will work with you to determine how much money you will need for retirement, and will create and monitor a plan designed to achieve that goal.

  • Employer Plan Reviews
  • 401(k) & 403(b) Plan Reviews
  • IRAs/Roth IRAs
  • IRA/401(k) Rollovers

Do you have safeguards in place to protect your wealth if the unexpected happens?

Life often has twists and turns that we cannot predict, so we will help you put plans into place designed to protect you and your family in the event of death or disability.

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

What kind of legacy do you want to leave?

At Summit, we help you organize and focus your financial goals for the future, creating a plan that, in the event of your death, will pass on your legacy to the next generation.

  • Wealth Distribution
  • Optimizing Charitable Gifts
  • IRA & Retirement Plan Distributions

For the Business Owner:

In addition to the services listed above, we also provide retirement and business continuation planning, to help you plan for a successful life for you and a future for your business when you retire.

If you have any questions or would like to schedule an appointment, please contact us today.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  714.581.8685