Financial planning is about building Confidence, not just increasing assets.
Summit Financial Advisors offer personalized service and sound advice tailored to your individual needs and goals. So let’s talk about your personal investing options and plan for your financial future, together.
The Summit Financial Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Check the background of investment professionals on FINRA's BrokerCheck.
Finding The Right Investment Options
There’s never a better time to start saving for the future than the present. And with a number of different investment options, you can find the best path for you.
An IRA, or individual retirement account, is like a home for your investments – it can hold stocks, certificates, mutual funds, and more – that makes it easy to grow your money, with options to contribute either pre-tax or after-tax dollars.
Whether you’re looking for low-risk and stable growth, or high-risk, high reward, the right combination of mutual funds can help you invest your money in a way that will guide you to your goals. They’re professionally managed and stick to the investment strategy of your choosing.
Managed accounts are portfolios maintained by professional investment managers. They come in several structures depending on your preferences, with some focused on generating income and others on growth.
Annuities ensure you’ll have future income, accruing interest and income over the years. Depending on your goals, level of risk and income, you can choose between a Fixed, Variable, Indexed or Single Premium annuity.
Stocks and Bonds
When you buy stock, or shares, you own part of a company. With bonds, you’re loaning money to a company or government entity that will be pay it back with interest. Both offer the opportunity to diversify your personal investing portfolio with an eye towards the future, whether they’re conservative or aggressive.
Preparing For Your Future
With a professionally managed portfolio, you can match your financial planning needs to the right saving strategy.
Consistent savings over time, with the right long-term investments will make your money grow and last through retirement. Try our retirement savings calculator to see if you’re on the right track.
Living in retirement
There’s more to retirement than just your savings. The best retirement is about getting the most out of your Social Security, and understanding your options with any potential pension plans, 401(k) plans and IRAs.
Saving for college
As costs rise, smart financial planning for higher education becomes more important. With early saving, you can get ahead of tuition and fees, and reduce the need for student loans.
Insuring What You Have
You can help protect those you love with the right coverage for where you are in your life.
Whether a whole life insurance or term life insurance policy is the best fit for you, you’ll have peace of mind knowing that the people you love most will be taken care of.
An options that can help guard your savings and assets in the long run, long term care gives you the funds to pay for care expenses that would otherwise be coming out of your pocket.
Annuities are contracts with an insurance company that safeguard you against potentially outliving your assets. There are options from a Fixed, Variable, Indexed or Single Premium annuity, that depend on your goals, level of risk and income.
Check the background of investment professionals on FINRA's BrokerCheck
Isaac Morris - Associate Financial Advisor
Travis Caswell - Associate Financial Advisor
*Summit Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. 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-2439323.1-0219-0321