Our consultative and advisory approach is manifested through case studies, blogs and white papers. Here you'll find a collection of these documents that have been generated over the past 12 months. To learn more about the Summit Financial Group difference, its affiliates and partners, please contact us today. 

Case studies

  • Large ManufacturerCase Study

    An established, publicly-traded manufacturer of more than 6,000 employees. Growing domestically and internationally, both organically and through M&A.

    Filed Under

    Group Retirement
  • Tobacco-Using EmployeesCase Study

    A large, well-established manufacturer in America’s heartland with a relatively older employee base consisting of numerous tobacco users.

    Filed Under

    Group Health
  • Small, Private EmployerCase Study

    Small, privately-held healthcare services company based in Texas with top-heavy compensation structure.

    Filed Under

    Executive Benefits
  • PEO MembershipCase Study

    A Connecticut-based company of 360 employees with call centers and sales offices across 27 states needed to break away from the cost-burdensome shackles of its Professional Employment Organization (PEO) origins.

    Filed Under

    Total Human Resources
  • National Transportation CompanyCase Study

    A privately-held, well-established, and growing Louisiana-based trucking company of more than 400 employees, consisting of 300 truck drivers, serving the transportation and distribution needs of business customers nationwide.

    Filed Under

    Voluntary Benefits
  • One HR AdministratorCase Study

    A municipality of 130 employees experiencing rapid growth and facing today’s enormously complex employee benefits and HR administrative challenges.

    Filed Under

    Total Human Resources
  • 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.

    Filed Under

    insurance
  • 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.

    Filed Under

    Individual Retirement
  • Global ManufacturerCase Study

    An established, heavy-industrial, labor and capital intensive manufacturer based in Europe with a Tennessee facility of 500 to 600 workers.

    Filed Under

    Risk Management
  • 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.

    Filed Under

    Individual Retirement, Wealth Management
  • 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.

    Filed Under

    Individual Retirement, Wealth Management
  • National WholesalerCase Study

    A fast-growing wholesale distributing company of 90 employees with offices stretching across six locations New York to Texas.

    Filed Under

    Group Health
  • National ManufacturerCase Study

    An established, publicly-traded manufacturing company of more than 500 employees, with facilities in California and Oklahoma, serving markets across the country.

    Filed Under

    Group Health
  • Young ParentsCase Study

    A young married couple – that happens to be expecting – is out of state attending a baby shower in their honor. The pregnant wife goes into premature labor while on the trip.

    Filed Under

    Total Human Resources
  • Technology ProviderCase Study

    An established and growth-minded Internet service provider and telecommunications company based in Utah with approximately 100 employees over multiple states.

    Filed Under

    Group Health