Retirement Planning

Summit Financial Group is pro-active in partnering with employers to customize a retirement program to fit the needs of its employees. Employee education, quality investments, accurate affordable recordkeeping and reporting are essential for a successful retirement plan. We pride ourselves in offering a hands-on approach with your employees. Your employees deserve the opportunity to make good sound decisions in planning for their retirement future. We know that when employees trust their employer’s retirement plan to get them positioned for a successful retirement, a loyal unbreakable employer/employee bond is forged. We can help whether a defined contribution or a defined benefit plan is right for your firm.

Survey results from 2005 (MetLife Mature Market Institute)

Who do you turn to for Financial Planning?

• Friend or Relative .....................46%        
• Insurance Agent.......................30%
• Don't Consult with anyone..........27%
• Certified Financial Planner..........19%
• Accountant...............................13%
• Attorney...................................8%
• Stockbroker...............................7%
• Other........................................6%

Retirement Planning

• On Track....................................31%
• Somewhat Behind.......................30%
• Significantly Behind.....................23%
• Have not Started.........................9%
• Don't Have Goals.........................9%
• Already Achieved Goals................2%

Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site. Neither Summit Financial Group nor WSS make any representation as to the completeness or accuracy of information provided at these sites. Summit Financial Group and WSS assume no liability for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site. When you access one of these sites, you are leaving Summit Financial Group's website and assume total responsibility and risk for your use of the sites to which you link.