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Disclaimer

No Rendering of Advice

Summit Group Retirement Planners, Inc. is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (“SEC”). Summit Group Retirement Planners, Inc. provides asset management and related services for clients nationally. Summit Group Retirement Planners, Inc. will file and maintain all applicable licenses as required by the state securities regulators and/or the SEC, as applicable. Summit Group Retirement Planners, Inc. renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to an applicable exemptions or exclusions.

This web site is intended to provide general information about Summit Group Retirement Planners, Inc. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Summit Group Retirement Planners, Inc. will provide all prospective clients with a copy of our current CRS, Privacy Policy, and Brochure prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

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