Services
Services
Our firm specializes in helping professionals, business owners and individuals develop sound retirement strategies. Please take the time to explore our website and the vast amount of information provided in the Resource Center. We offer personalized, hands-on service and educate our clients on financial concepts and products, while taking the mystery out of investing, insurance and preserving wealth. We understand the many challenges of retirement today and place our focus on the issues that are critical to your financial well being.
Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
summit@summitwmi.com | (716) 484-3005