Managing the wealth you're building, planning the retirement you deserve and leaving the legacy you direct. Each of us have our own dreams, objectives, risk tolerances, obligations and degrees of philanthropy. The ideal trusted financial advisor goes beyond just learning about their clients' needs, desires, and resources: they devote unyielding care and attention every step along the way. Summit's relationship managers and advisors are bound by such pure commitment, and casted to a creed of unwavering integrity.

Section Overview

InsuranceOverview

Insurance needs vary from individual to individual, as well as from company to company. Understanding your coverage amount, and more importantly, whether that amount is adequate, is the key.

Wealth Management Overview

Core to wealth management at Summit Financial Group is an unbiased consultative approach.

Individual RetirementOverview

For every individual, Summit Financial Group is unbiased, direct and candid about their retirement outlook.

Case Studies/White Papers

  • Young BusinessmanCase Study

    A 41 year-old principal of a company that owns and operates numerous specialty healthcare facilities throughout Texas. His company is growing at a rapid pace, for which he and his partners are the primary drivers.
  • Unemployed MaleCase Study

    A 42 year-old male, formerly in business-to-business sales with a global food and beverage manufacturer for 12 years, is now unemployed and needing guidance on what to do with his 401(k) Retirement Plan and other individual investments as he searches for employment.
  • Pre-Retiree, FemaleCase Study

    A 59 year-old single female with an improperly allocated and managed Individual Retirement Account at the hands of her previous investment advisor.