Financial Services: Strategies to Reach Your Peak

Our licensed Financial Advisors collaborate with clients to develop and execute a plan to make your money work for you. Whether your goal is a small cabin in the woods or a 100-foot yacht on the Mediterranean Sea, a personalized financial plan will get you there.

With our help, you'll be able to:

1.

Build Your Nest Egg

Retirement Accounts (401K/IRA), Short/Long-Term Investments (Stocks, Bonds, Mutual Funds, Etc.)

2.

Protect Current & Future Assets

Determine Your Risk Tolerance

3.

Plan for Rising Costs of Healthcare

Extended Care Costs in America Range from $57,000-$98,000/year

4.

Legacy

Your Generations of Your Family Can Live Their Dreams

5.

Final Expenses

Average Funeral Costs in the US $8,000-$12,000 (Simple Cremation $4,000 Minimum)

Call now to schedule an appointment. We're conveniently located in Okemos, MI.

Retirement Planning and Income

Start planning now to enjoy your retirement later.

Retirement Planning and Income

Health Expenses

Make your health and wellness a priority, without worrying about the cost.

Health Expenses

Extended Care

Discover affordable long-term care programs.

Extended Care

Final Expenses and Survivors Income

Leave an inheritance for your loved ones.

Final Expenses and Survivors Income

Insure Against the Unexpected

Hope for the Best, Plan for the Worst in the Okemos, MI Area

Our licensed agents and financial advisors collaborate with clients to develop customized programs, specific to individual goals. Unfortunately, the 20th century blueprint for achieving the American Dream is no longer applicable. However, the dream remains achievable if creativity and innovation are utilized to adapt with the ever-changing markets. 

With our expert advice, you can experience peace of mind knowing that you’re ready for whatever the future holds.


Avoiding Hardship

If you were hospitalized and unable to work, how would that impact you financially? If your automobile needed repairs or you were involved in an accident, how would that impact you? If you or your partner unexpectedly became unemployed, how would that impact you? If you had to replace/repair any appliances in your home, how might that impact your financial status? The products and services Summit Insurance offers are designed to avoid these financial pitfalls. Find out how we can help you reach your peak! Call now!


Live it up during your golden-years

After working for most of your life, you want to retire and do all the things you didn’t have time to do before. But can you afford an adventure-filled lifestyle without an income?

A dedicated financial advisor at Summit Insurance Agency can help you find out. Our professionals in Okemos, MI will help you prepare for retirement by opening a retirement account and taking out a life insurance policy. We’ll make it possible for you to travel to the ends of the earth in your retirement.

Visit the Retirement Planning and Income page now to learn more about our services.

  • Erick White
    Summit Insurance Agency

    2174 Commons Parkway
    Okemos, MI 48864

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    Call Us
    Phone: (517) 648-1964

    Hours
    Mon: 8:00AM-7:00PM
    Tue: 8:00AM-7:00PM
    Wed: 8:00AM-7:00PM
    Thu: 8:00AM-7:00PM
    Fri: 8:00AM-7:00PM
    Sat: 9:00AM-3:00PM
    Sun: Closed