Our Services

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully strategiz...


Here at Summit, after a detailed examination of your existing portfolio, and determining your objectives and tolerance for risk, we can identify the ideal investment opportunities for your situation. We’ll check your asset allocation for tax efficiency, coordinating your investments with your curren...


Investment Planning—It is not just Investment Products

With 18 years of experience in the financial services industry, Mike specializes in working with executives, professiona...

Are you on track to your financial goals? Use this tool to help find out.

Take control of your financial future

Latest Blog Post


by Michael Aloi on

It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement savings, later seems to be the standard. According to RothIRA.com, only 56% of today’s workers in the U.S. are currently saving money for their retirement, and 38% of those currently...

Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact that nearly 60% die without a will is a strong indication that they’ve given absolutely no thought to it.

Subscribe to our newsletter

Subscribe Now