Helping Secure a Family’s Legacy with Strategic Wealth Management
Summit’s tailored approach helped the Bounds family navigate a difficult time while helping ensure financial stability and peace of mind for the long term. THE CHALLENGE: With a heartbreaking terminal diagnosis, the Bounds family faced a pressing need for an organized financial plan. Diagnosed with stage-four pancreatic cancer, John reached out to Summit to ensure […]
Creating Financial Stability for Future Generations
A thoughtful plan can turn uncertainty into confidence, which helps provide security and peace of mind when the path forward feels unclear. THE CHALLENGE: The Bolton family, a multi-generational household in Oklahoma, faced a series of financial and personal challenges that many families encounter: aging parents, complex inheritance issues, retirement uncertainties, and financial instability among […]
Planning for Wealth that Lasts
Summit transforms financial futures with personalized strategies that help boost income, cut tax burdens, and build a lasting legacy. THE CHALLENGE: When a grieving widow sought help after losing her long-time financial advisor and husband, she faced challenges with transitioning assets and securing financial stability. Her primary goals were clear: steady income that accounted for […]
Mitigating Risk So Nonprofits Can Focus on What Matters Most
Summit advocates to carriers on your behalf to help protect your organization’s unique risks with responsive support when you need it. THE CHALLENGE: Our nonprofit client’s previous broker faced significant communication issues, leading to delays in service and a failure to provide timely responses on urgent insurance needs. The problem reached a peak when, less […]
Transforming Risk into Savings with a Smarter Insurance Approach
When outdated policies and inefficiencies threaten growth, a strategic insurance shift can unlock savings, simplify processes, and deliver peace of mind. THE CHALLENGE: A fast-growing company in the tech space approached Summit with an insurance portfolio riddled with a web of misclassified policies, scattered renewal dates, and overlapping coverages. Key policies, like employment practices and […]
Protecting Your Organization from Liability with a Tailored Plan Design
Summit is your guide for navigating the retirement plan complexities of mergers and acquisitions so your organization can hit its stride sooner. THE CHALLENGE: A management group who owns medical practices and facilities had completed several mergers and acquisitions over an 8-year span. “The client needed to meet compliance testing requirements while minimizing costs.” The […]
Don’t Leave Your Plan on Auto-Pilot
Summit advisors take a hands-on approach to managing your plan cost, performance, and compliance so you can avoid surprises down the road. THE CHALLENGE: Before Summit, this aviation company with over $40 million in assets and 500+ employees had a recordkeeper with steep fees and a commission-based advisor. This advisor did not act as a […]
Your Advisor Shouldn’t Be a Generalist
Summit specializes in plan analysis and design to provide optimized solutions for your business and employees, so you never have to wonder if you’re getting the most out of your retirement benefit. THE CHALLENGE: With the bank’s growth and purchase of multiple branches, they wanted to provide a more robust overall benefit with enhanced matching, […]
Empowering Families Through Strategic Long-Term Care Planning
Summit’s strategic long-term care advice proved invaluable, providing financial relief and dignity to a family in their time of need. THE CHALLENGE: In 2003, a husband and wife, previously thriving in Oil & Gas, faced financial challenges in retirement. They were confronted with a necessary move to a senior living community after a failed back […]
Financial Freedom Through Long-Term Care
How strategic long–term care planning ensured financial independence for one person, preserving their legacy, while owing over $350k toward end-of-life care. THE CHALLENGE: In this personal journey, Summit witnessed the challenges of financial freedom when facing end of life care needs. Gene and Peggy were a couple thriving into their late 50s. Following his retirement […]
