Products & Services

At Summit Financial Group, Inc., we provide assistance in the following areas:

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

 


Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

College Planning

  • Retirement – Ready or Not Assessment
  • What-if Analysis
  • School Cost/Aid Eligibility Comparison Report
  • First Year FAFSA Consultation/Submission
  • Complete College Planning Resource Kit
  • Academic Solution Program
  • College Planning Relief® Professional Counseling
  • Detailed Scholarship Search Tools
  • Career Exploration/Career Matchmaker Assessment
  • College Quick Reference

Summit Brokerage Services, Inc., its affiliates and Summit Financial Group, Inc. do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.