Summit Financial Services, Inc.
Who We Serve
Summit Financial Services serves a diverse group of intergenerational families, individuals, and small businesses. We work with clients in many of the major employers in the area.
We have programs and services designed especially for individuals who are:
Already retired
Approaching retirement (5 - 10 years from retirement)
Middle Career (10 - 20 years from retirement)
Young Professionals
Saving for Education
Our Retirement Income Planning Program is especially designed to assist those who are age 50+. It answers questions like:
When should I start taking Social Security?
How much money do I need to retire?
How long will my money last in retirement?
Will my spouse have enough to pay expenses, if something were to happen to me?
How will I pay for medical expenses in retirement?