Products and Services
When you are planning for your family’s financial needs, it is important to consider the full picture. Summit Financial Group offers holistic financial planning in the following areas to help you and your family or business pursue your most important goals.
PERSONAL PLANNING
- Comprehensive Fee-Based Planning
- Hourly Consulting
RETIREMENT PLANNING
- 401(k) Rollovers Services
- Traditional & Roth IRAs
- 401(k) Investment Review
- Roth IRA Conversion Analysis
- Distribution Planning
- Counseling on Non-Qualified Plans
- Reviewing Long-Term Health Care Insurance Needs
EDUCATION PLANNING
- FAFSA and Financial Aid Considerations
- Education Funding Vehicles
- College Costs and Inflation
INVESTMENT MANAGEMENT
- Advisory Asset Management
- Mutual Funds & ETFs
- Individual Stocks and Bonds
- Variable and Fixed Annuities
- Alternative Investments
- Structured Products (CDs & Notes)
OTHER PLANNING
- Emergency Funding
- Major Purchase (home, vehicle, wedding, etc.)
INSURANCE PLANNING
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
BUSINESS PLANNING
- Fee-Based Planning
- Hourly Consulting
- Key Employee Considerations
- Buy-Sell Agreements
- Arranging for the Continuation of your Business at Death, Disability and Retirement
- Recruit, Retain and Reward Key Employee
EMPLOYMENT BENEFIT PLANNING
- Pension and 401(k) Plans
- Executive Benefit Planning
- Deferred Compensation Plans
- Group Life, Health, Disability, and Long-Term Care Benefits
ESTATE PLANNING
- Wealth Preservation
- Reviewing Legal Documents – Wills, Trusts, Power of Attorney
- Protecting the Family’s Financial Future
- Using Trusts Effectively
- Calculating and Minimizing Potential Estate Taxes
- Charitable Gifting
Summit Financial Group and LPL Financial do not provide tax and legal advice or services. Please consult your tax and legal advisor regarding your specific situation.
