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Our Company

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. For each of our clients we strive to create financial stability and security to provide financial independence and confidence. We strive to create the ultimate retirement planning experience one relationship at a time.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. Without clarity and transparency, it is difficult to develop an accurate understanding of one’s financial situation. Our firm puts the needs of the clients first. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.