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Personal Services

Comprehensive Solutions Catered to You and Your Family

Whether you're nearing retirement or planning early for your future, we offer boutique services that include individualized planning with a dedicated advisor who can help you move forward with confidence. With deep roots in the community, we're also committed to staying accessible to help you make informed, proactive decisions about your finances at every stage.

Financial Planning

Your future lifestyle depends on having a solid financial plan today. We’re here to help you establish a personalized plan that reflects what matters most in life. Regular check-ins along the way allow you to remain confident in where you’re heading.

Investment Management

Behind every portfolio is a solid foundation that’s based on your risk tolerance, unique circumstances, and time frame for your goals. From there, we can suggest ways to optimize your investment portfolio so you can maximize any opportunities that come your way.

Retirement Planning

Are you afraid of outliving your money in retirement? After years of hard work, it's time to enjoy what you've earned. We are dedicated to helping you move through retirement in the smartest way to get the most joy out of your hard work while keeping your financial goals on track.

Estate & Legacy Planning

At Summit Financial Group, generational planning is at the heart of what we do. Our customized approach to advising helps create a legacy plan that's uniquely tailored to leave a lasting impact on the next generation without disrupting your lifestyle.

Insurance & Protection

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. We offer various strategies, including personal insurance, liability insurance and life insurance.

College Planning

Are you worried about paying for your child’s college education? Our personalized education planning approach helps you navigate financial aid options while allowing you to save enough for retirement and other lifestyle goals.

Tax Planning Strategies

As a busy business owner, your focus should be on growing your business, not worrying about tax preparation and accounting. Our experienced team is ready to help reduce your tax burden with an individualized plan that's customized for your specific business and lifestyle goals.

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Browse The Learning Library 

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Retirement Savings in Three Phases of Retirement

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Contact Us

Ready to start building a custom financial plan that reflects your current life stage and your goals for the future? Let's chat about how we can help you reach financial clarity.

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