Download Our Free Ebook
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complimentary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Our Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (513) 891-6050 .

Financial Planning
SUMMIT FINANCIAL GROUP, Inc., from its inception in 1996, has been rooted in providing community-based financial education through local schools, churches and businesses.Our goal is to provide our clients with solid, easy-to-understand information and advice that allows them to make wise financial decisions.

401(k) Planning
An effective group retirement plan starts with asking the right questions, as well as understanding the goals and needs of the business. Many plan fiduciaries need help navigating these waters. Take full advantage of every opportunity to add value to your 401(k) plan.