Why Summit?

What We Do

Industry Experts

A client of ours was purchased by a global leader in their industry. Summit uncovered that there was a control group relationship that required specialized testing.

Read the full case study

Summit Financial Corporation delivers consulting and administration services to individuals and companies who want the very best in employee benefits, retirement plans, financial planning and tax advice.

Our three divisions, Summit Benefit Solutions, Summit Financial, and Summit Strategies are staffed by experts in their respective fields of benefits, retirement and individual planning.