Customer Satisfaction

Summit Financial Group MVO
“At Summit Financial Group your Goals are our Goals!”

Mission: Listen -- Deliver Solutions

Vision: To be the Premier provider of solutions for your Employee Benefits, Business Consulting and TPA and Personal needs.

Objectives:

• Benefits Brokerage: To be the “top” Brokerage Firm in the US. As ranked by Customers and Clients.
• Business Consulting: Complete Planning Analysis and Support.
• Tax Services: Compliance, efficiency and support from personal to M&A.
• Third Party Administration: We deliver all your benefits needs from Claims, Rx and Wellness to HIPAA, Cobra and useful, cost effective reporting.
• Pension Solutions: Proven products and sound advice so you really can Retire on your own terms!
• Investment Solutions: Your financial goals are our financial goals. Your dreams can be realized via research, education, methodology and trusted execution.

Summit Pledge:

We pledge our ability and willingness to apply proven Summit Financial Group techniques and tools to substantially increase satisfaction from three very important and different perspectives. They are:

1. Executive Management Team
2. Benefits Management Team and
3. Employees, Dependents and Retirees

1. We pledge to thoroughly review the Past by collecting and analyzing all the Data you can provide concerning your past (5 years Minimum time period). This helps summarize plan costs and determine your primary cost drivers. We call this Phase I: What you have and What has been driving Costs.
2. This first step helps us guide you in the creation of a personalized benefits philosophy (this is reviewed and revised as necessary—annually, while performing quarterly stewardship review). We call this Phase II: Benchmarking and Stewardship.
3. We then help you establish the best case reasonable steps for the development of an appropriate Plan for your Benefits Future. We call this Phase III: Help Management and Employees Know where they are going.
4. The next phase is essential to the development and implementation of cost management opportunities as you identify and prioritize various solution mechanisms that fit your corporate culture and your benefits philosophy. We call this Phase IV: How are we going to get there?
5. With Phases I thru IV underway you can turn your attention to the development of a mechanism for continuous improvement. This is where we help you continuously monitor results, evaluate marketplace alternatives and Communicate Communicate Communicate! We call this Phase V: The Success Loop.

Phase I: What you have and What is driving Costs
Phase II: Benchmarking and Stewardship
Phase III: Help Management and Employees know where they are going.
Phase IV: How are we going to get there
Phase V: Build and use the Success Loop

Once we have the pleasure of a face-to-face meeting we fully expect to find other important areas where our organization’s expertise and teamwork can save you time, save money and increase overall employee satisfaction.

Walnut Street Securities, Inc. (A MetLife Company-Member FINRA/SIPC)

Control: 13153

Walnut Disclosure:

Securities are offered through registered representatives of Walnut Street Securities, Inc. (WSS). Member FINRA/SIPC. Summit Financial Group is not a subsidiary or a control affiliate of WSS.

Please note that representatives of Walnut Street Securities, Inc. do not provide tax or legal advice. Consult with your tax or legal professional before making any investment decisions.