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 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.
Protect your assets nowGet insurance coverage that's adequate for your life stage.
Grow your money for the futureUse savvy financial tools for education and retirement savings.
Manage your money for a lifetimeEnjoy your retirement, confident your money will last.
Alternatives to help protect those you love.
Whether a whole life insurance or term life insurance policy is the best fit for you, you’ll have peace of mind knowing that those you love most will be taken care of.
Long term care
Long-term Care Insurance can also help protect your savings and assets in the long run.
Choose between a Fixed, Variable, Indexed or Single Premium annuity depending on your goals, level of risk and income.
Check the background of investment professionals on FINRA's BrokerCheck
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