We Specialize in Retirement Planning

“The first rule of investing is NEVER LOSE MONEY. The second rule is NEVER forgetting rule #1.” Warren Buffett

Welcome to Summit Investment Plans

Everyone needs a plan, especially as retirement approaches. Due to the increase in life expectancy, your retirement funds may need to last as many years as you worked.
 Summit Investment Plans specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. We focus on personal plans, growth annuities, life insurance, and long-term care.

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