The financial management process at Summit Capital Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. Some of the investment services we offer:

Personal Financial Planning
Summit Capital Management specializes in Comprehensive Financial Planning, Education Planning, Retirement Planning, Estate Planning, Charitable Giving and Insurance Services.

Insurance Services
The appropriate life insurance policy can help preserve assets you spent years accumulating.  Life insurance can be used in many different ways, for many different purposes.  It is not only for beneficiaries, but can be used as an investment vehicle in your lifetime.  It can be structured to provide tax-deferred growth and a tax free death benefit. 

Life insurance, simply put, is money paid in the future.  You pay premiums now to provide a much larger sum of money (death benefit).  This money can be used to protect your future earnings, so that your families can maintain their lifestyle in the event of death.

Disability Insurance
Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others. 

Long-Term Care Insurance  
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.