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Our Services

At Summit Investment Group, we provide expert assistance in the following areas:

Services

  • Investment Planning
  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Healthcare and Long Term Care Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Risk Evaluation and Minimization
  • Asset Conservation
  • Trusts
  • Philanthropic Giving
  • Tax Minimization
  • Business Solutions

Products

  • Investments: Public and Private
  • Bonds
  • Common Stock, Preferred Stock, options
  • Annuities, Life Insurance
  • Mutual Funds
  • Investment Advisory Accounts
  • Mutual Funds
  • Investment Advisory Accounts
  • Brokerage Accounts
  • Educational IRA
  • Traditional IRA, Roth IRA, Inherited IRAs
  • SEP IRA, Simple IRA
  • Closed End Funds
  • Alternative Investments
  • Exchange Traded Funds
  • Exchange Traded Notes
  • Managed Futures
  • Retirement Plans, 401(k), 403-B
  • Money Purchase, Profit Sharing
  • College Plans
  • Estate Plans
  • Tax Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Healthcare and Long Term Care Insurance
  • Fixed Annuities
  • Fixed Indexed Annuities