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Let's do more together 
We'll help you get to know where you're at financially, where you'd like to be and the steps you need to take to get there. 

Employee Benefits through Summit Financial Advisors

 

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A solid employee benefit package gives a business a competitive edge in attracting quality employees. We'll help you build a plan that best suits your business and employees' needs.

  • Employer-sponsored retirement plans, such as a 401(k), Simple IRA and profit sharing plans
  • Life and Disability Insurance for the individual employee

Our Financial Advisors are available to discuss your individual needs. If you'd like to schedule an appointment, please call or email any of the Summit Financial Advisors.

 


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2122989.1-0518-0620