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:
Retirement Accounts (401K/IRA), Short/Long-Term Investments (Stocks, Bonds, Mutual Funds, Etc.)
Determine Your Risk Tolerance
Extended Care Costs in America Range from $57,000-$98,000/year
Your Generations of Your Family Can Live Their Dreams
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.
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 Unfortunately, the 20th century blueprint for achieving the American Dream is no longer applicable.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.
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!
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.
2174 Commons Parkway
Okemos, MI 48864
Phone: (517) 648-1964