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Services

At Summit Capital Financial & Insurance Services, we provide expert assistance in the following areas:

Investments

  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Planning Strategies
  • Money Management
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance