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

Insurance

•  Life Insurance
•  Long Term Care
•  Disability Income
 
Tax Planning

•  Relocation Tax Issues
•  Individual Tax Planning
•  Business Start Up, Counsel and Corporate Taxes
•  Income, Gift and Estate Tax