We Specialize in Retirement Planning
“The first rule of investing is NEVER LOSE MONEY. The second rule is NEVER forgetting rule #1.” Warren Buffett
Welcome to Summit Insurance Plans
Ask Us a Question
Sign up for a Complimentary Consultation and Book
SIGN UP TO RECEIVE YOUR FREE COPY
Recent News
7 Smart Strategies to Pay Off Your Mortgage Ahead of Schedule
You as a homeowner may strive ...
Read morePlanning for the Future: Estate Planning for Young Families
Traditionally associated with ...
Read moreHow to Prep Your Finances for a Last-Minute Summer Vacation
Summer vacation is a time of ...
Read moreNational Financial Freedom Day: A Celebration of Financial Responsibility
National Financial Freedom ...
Read moreSmart Money Moves: Financial Tips for Building Your Vacation Fund
An escapade to an exotic ...
Read moreBudding startups: Tips for Entrepreneurs Before Launching Their Idea
Launching a budding startup ...
Read moreSpring Cleaning Your Finances: How to Declutter Your Financial Life
As we welcome the spring ...
Read more