Summit Financial and Insurance

Summit Financial and Insurance is an independent financial and insurance company whose professionals prove individualized solutions tailored around our clients' specific needs. Our goal is help guide you to the peak of your financial journey.

Our core principals are communication, integrity, stewardship, and education. We realize you have many choices when it comes to selecting a financial professional. Our goal is to provide you with unsurpassed communication through regular face-to-face meetings; monthly newsletters on timely topics; prompt and courteous follow up; and access to eMoney, a sophisticated online financial planning software.

We take the business of investments and insurance very seriously. As independent financial advisors, the professionals at Summit Financial and Insurance do not offer any proprietary products or solutions. Your best interests are our best interests.....Period. As a client of our practice, you will always know what your fees are, and most importantly, how we're compensated to provide our services.

Finally, our goal is to provide a holistic approach to financial planning. We'll closely examine your total financial picture to help ensure I'm offering the most comprehensive investment and insurance solutions to match your specific needs.

Summit Financial and Insurance provide services in Carmel, Zionsville, Lawrence, Indianapolis, Plainfield, Avon, Greenwood, Beach Grove, Noblesville, Westfield, and other surrounding areas.

I also provide comprehensive coverage in Parker, Highlands Ranch, Denver, Aurora, Wheat Ridge, Golden, Castle Rock, Centennial, Broomfield, and Boulder, Colorado.

Our professionals are also licensed to provide investment and insurance services in Illinois, Michigan, New Jersey, Ohio, Pennsylvania, South Carolina and Texas.

Signator Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.

Securities and Investment Advisory Services offered through Signator Advisors Inc., Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through Signator. Summit Financial and Insurance and Signator are not affiliated. LD051275-10/14

http://www.finra.org/
http://www.sipc.org/