Broker Check

Services

Our firm specializes in helping professionals, business owners and individuals develop sound retirement strategies. Please take the time to explore our website and the vast amount of information provided in the Resource Center. We offer personalized, hands-on service and educate our clients on financial concepts and products, while taking the mystery out of investing, insurance and preserving wealth. We understand the many challenges of retirement today and place our focus on the issues that are critical to your financial well being.

<strong>Investments</strong>

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

<strong>Financial Planning</strong>

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

<strong>Insurance</strong>

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.

summit@summitwmi.com | (716) 484-3005