Search Summit

Contact Summit

Our team members are committed to providing outstanding support. Please fill out the form so we can best assist with any questions or needs you may have.

  • This field is for validation purposes and should be left unchanged.

Summit Video

Skip to content
  • Products and Services
    Overview Benefits Insurance Life Insurance Investments
  • Knowledge Center
  • Inside Summit
    About Community Fort Summit News Careers Events
  • Contact Us
https://www.yoursummit.com
Home › Investments

Posts navigation

Older posts
07/31/18

Increasing Employee 401(k) Program Participation

Employer engagement in a company’s retirement plan builds employee confidence.

Read More
08/28/18

Preparing for Retirement

Preparing your finances for retirement can be an ever-changing process throughout your professional career.

Read More
02/19/19

Health Savings Accounts Fueling Retirement (Part I)

HSAs are beneficial for their triple-tax advantages, transferability, and nearly-timeless lifespan.

Read More
03/19/19

Health Savings Accounts Fueling Retirement Part II: Using Your HSA

Whether you’re a saver, spender, or investor, there is an HSA contribution strategy that fits your needs.

Read More
05/29/19

Is it Time to Consider a New Plan Design?

Cash balance plans are especially suited for self-employed or small business owners with high incomes.

Read More
06/04/19

Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials.

Read More
06/05/19

Health Savings Accounts Fueling Retirement Part III: Long-Term Focus

HSAs have become an important part of the healthcare and retirement picture for millions of Americans as employees and employers continue to realize their cost saving benefits

Read More
06/12/19

How to Think About Financial Wellness ROI

Financial wellness is a hot topic in boardrooms these days, but to sell your company’s leaders on a program, you’ll need to talk numbers.

Read More
06/17/19

Plan Fiduciaries, Do you Need Support?

Teamwork makes the retirement dream work. Should you have a retirement plan committee in your workplace?

Read More
06/24/19

Boost plan participants confidence! 4 forward thinking tips for retirement outlook

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.

Read More

Posts navigation

Older posts

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

Follow Us
Get In Touch
Careers
Contact Us
Insurance Resources
Permanent Quotes
Term Quotes
Request a Quote
Legal Links
Important Information
Order Routing
Privacy Statement
Business Continuity
Broker Check
SIPC
FINRA
Compensation Disclosure

© 2018-2020 Summit Consolidated Group, Inc. All Rights Reserved.

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Summit Consolidated Group, Inc.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

Follow Us

https://www.linkedin.com/company/summit-financial-group/
https://www.facebook.com/SummitFG/
https://twitter.com/summitfg/


© 2018-2020 Summit Consolidated Group, Inc. All Rights Reserved.

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.