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Summit Vision | Summit Financial
http://www.yoursummit.com/summit-vision
Though we will continue to grow, our absolute dedication to the service and support of our clients will never change. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725. Dallas, Texas 75240. Toll free: 1 (800) 475-0991. Operator: 1 (918) 663-0991. Fax: 1 (918) 663-0840.
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Total Human Resources | Summit Financial
http://www.yoursummit.com/employee-benefits/total-human-resources
Login to HR Library. A Connecticut-based company of 360 employees with call centers and sales offices across 27 states needed to break away from the cost-burdensome shackles of its Professional Employment Organization (PEO) origins. A municipality of 130 employees experiencing rapid growth and facing today’s enormously complex employee benefits and HR administrative challenges. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725. Dallas, Texas 75240.
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Company Compliance | Summit Financial
http://www.yoursummit.com/company-compliance
Every associate of the Summit Consolidated Group of companies is obligated to comply with the laws and regulations that govern our industries. Every employee should be aware that he or she has the responsibility to seek guidance and direction whenever he or she is unsure of the propriety of any particular course of action. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725. Dallas, Texas 75240. Toll free: 1 (800) 475-0991. Operator: 1 (918) 663-0991. Investment Adviso...
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Resources | Summit Financial
http://www.yoursummit.com/resources
Our consultative and advisory approach is manifested through case studies, blogs and white papers. Here you'll find a collection of these documents that have been generated over the past 12 months. To learn more about the Summit Financial Group difference, its affiliates and partners, please contact us today. A municipality of 130 employees experiencing rapid growth and facing today’s enormously complex employee benefits and HR administrative challenges. A 59 year-old single female with an improperly all...
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Wealth Management | Summit Financial
http://www.yoursummit.com/individual-planning/wealth-management
Core to wealth management at Summit Financial Group is an unbiased consultative approach. It is central to developing a disciplined investment strategy integrating your financial goals, resources, needs and risk tolerances. Whether you are in wealth accumulation, preservation or distribution mode, Summit's experienced investment advisors will construct an investment blueprint founded in diversification, asset allocation and risk management. 2013 Summit Financial Group. A Summit Consolidated Company.
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Individual Retirement | Summit Financial
http://www.yoursummit.com/individual-planning/individual-retirement
A 42 year-old male, formerly in business-to-business sales with a global food and beverage manufacturer for 12 years, is now unemployed and needing guidance on what to do with his 401(k) Retirement Plan and other individual investments as he searches for employment. A 59 year-old single female with an improperly allocated and managed Individual Retirement Account at the hands of her previous investment advisor. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725.
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Group Health | Summit Financial
http://www.yoursummit.com/employee-benefits/group-health
Striking the right balance for a plan that covers employees adequately while still keeping costs under control is paramount when choosing group insurance. The right insurance package can provide peace of mind for both you and your employees. To craft a tailored plan, Summit gathers a global and historical perspective of your company and industry, and develops a creative advocacy blueprint specific to your needs. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725.
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Company | Summit Financial
http://www.yoursummit.com/company
In 1987, we began operating as a small brokerage firm mainly focused on employee benefits. Our culture is shaped by a collective heart for service. Our performance is fortified with experience, proficiency, and the most advanced technologies available. Our clients’ satisfaction and loyalty are everything. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725. Dallas, Texas 75240. Toll free: 1 (800) 475-0991. Operator: 1 (918) 663-0991. Fax: 1 (918) 663-0840.
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Voluntary Benefits | Summit Financial
http://www.yoursummit.com/employee-benefits/voluntary-benefits
A privately-held, well-established, and growing Louisiana-based trucking company of more than 400 employees, consisting of 300 truck drivers, serving the transportation and distribution needs of business customers nationwide. 2013 Summit Financial Group. A Summit Consolidated Company. 5420 LBJ Freeway, Suite 725. Dallas, Texas 75240. Toll free: 1 (800) 475-0991. Operator: 1 (918) 663-0991. Fax: 1 (918) 663-0840.