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Mission Statement

Summit Capital Financial & Insurance Service's mission is to work with our clients in long-term planning relationships, providing tailored personal advice, that allows them to reach their financial goals and live the lives they value most.

Vision Statement

Summit Capital Financial & Insurance Service's vision is to take the burden out of managing the financial details for each client we work with, by understanding their unique situations and creating a simple, defined, and adjustable path forward.

Value Proposition

The value our clients receive from working with us through our planning process is the confidence that comes in being able to make educated financial decisions, and the peace of mind in knowing the advice you receive is based on your unique goals and what it takes to achieve them. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Summit Capital Financial & Insurance Services can help you every step of the way.