Striving to create the ultimate retirement planning experience one relationship at a time.
We believe in providing motivated people the power, flexibility and autonomy to pursue their retirement dreams.
Shaping your future one decision at a time
Here is some background information on our company and the services our firm provides to employers and their employees.
We believe in the power of dreams, and empowering others to pursue those dreams. As an employer - sponsored retirement plan, Individual Retirement Accounts and personal savings accounts may be utilized to accumulate assets for the future, enabling our clients to work towards their dreams. We continually strive to create the ultimate retirement planning experience for employers and employees. We achieve this by delivering a consistent, objective, and transparent message that follows a specified process with the necessary documentation. We pursue this process because we believe in preparing for retirement and beyond.
Summit Group Retirement Planners was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.
President and CEO
Vice President COO/CCO
At Summit Group Retirement Planners, we provide qualified assistance in the following areas: Investment services, financial planning, Insurance