Insurance Planning

Do you feel comfortable that you and your family will be taken care of in the event of an accident or tragedy? Let us analyze your life, disability, health and other insurance, including personal and employer provided insurance coverages. We want to help you make sure that if anything were to happen, your only concern would be healing yourself and your family. We can provide an objective analysis, without the pressure of an insurance sale, to make certain your needs are met.

 
Retirement Planning Education Planning
Investment Services Estate Planning
CFP CPA, PFS
  Copyright Summit Wealth Management, LLC - All Rights Reserved