Broker Check

Services

At Summit Advisory Services, we provide assistance in the following areas:

Investments

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Strategies

  • Retirement Plans
  • Tax Planning Strategies
  • 401k Plans
  • 403b Plans
  • Education Funding
  • Conservation Strategies
  • Debt Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance