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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. Summit Financial Group provides consulting for company coverage as well as individual coverage. Our goal is to make sure the proper amount of insurance is in place so that when coverage is needed, future financial security is never in question.

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.