Products & Services

At Summit Financial Consultants, Inc., we provide assistance in the following areas:


Investments

•  Mutual Funds
•  Bonds
•  Common Stock
•  Educational IRA
•  529 Plans
•  Brokerage Accounts
•  Traditional IRA
•  Roth IRA
•  SEP IRA
•  Simple IRA
•  Treasury Bills
•  Government Securities
•  Treasury Notes
•  Variable Annuities
•  Fixed Annuities
 
Financial Planning

•  Retirement Planning
•  Tax Planning Strategies
•  401(k) Planning
•  403(b) Planning
•  College Plans
•  Estate Planning Strategies
•  Money Purchasing Plans
•  Profit Sharing Plans

Insurance

•  Life Insurance
•  Long Term Care
•  Disability Income