Why Summit?

What We Do
Our Approach
Values
Clients
Working with Summit

Working with Summit

We believe that each client is unique, no matter how large or small, individual or organization. We believe that we are uniquely qualified to develop a solution that will solve your most pressing benefit plan and financial planning needs, sending a clear message to your organization that you care about their well being, and fulfilling the needs for the individual.

What we stand for is excellence and expertise in every aspect of our business. What you can expect to receive is unwavering support, reliable guidance, dependability, and fairness.

We bring a thorough knowledge of best industry practices, government regulation, and real-world practicalities to create comprehensive, flexible, and cost-effective benefit plan designs for you.