Rooted in Lafayette, IN. Serving clients nationwide.
Summit Retirement Advisors understands that university faculty, academic professionals, and entrepreneurs have unique financial planning needs. We specialize in making retirement planning simple and effective, helping you secure your future and intellectual property. Our team knows the academic world inside out and provides personalized strategies to help you confidently reach your financial goals.
What We Do
Our services aim to relieve the stress and anxiety that come with managing all aspects of financial planning. We tailor our services to your professional and personal needs, from lump-sum grant allocations and benefit enrollment to job relocations.
Retirement Planning
Transitioning from academia to retirement doesn't have to be definitive.
Employer Benefits
Take charge of your future by strategically utilizing employer benefits. Support your financial journey.
Succession Planning
You’ve contributed so much to the academic world. Ensure your progress is continued.
Estate Planning
Ensure your legacy and work are preserved while your loved ones are taken care of.
Comprehensive Financial Planning
Let’s set up an all-encompassing, tailored strategy to manage your finances.
Investment Management
It’s possible to strategically manage your investments and achieve your unique goals.
What We Do
Our services aim to relieve the stress and anxiety that come with managing all aspects of financial planning. We tailor our services to your professional and personal needs, from lump-sum grant allocations and benefit enrollment to job relocations.
Retirement Planning
Transitioning from academia to retirement doesn't have to be definitive.
Employer Benefits
Take charge of your future by strategically utilizing employer benefits. Support your financial journey.
Succession Planning
You’ve contributed so much to the academic world. Ensure your progress is continued.
Estate Planning
Ensure your legacy and work are preserved while your loved ones are taken care of.
Comprehensive Financial Planning
Let’s set up an all-encompassing, tailored strategy to manage your finances.
Investment Management
It’s possible to strategically manage your investments and achieve your unique goals.
Find Your Summit. Our Reach is Growing.
We're proud to represent individuals in these states.
Don't see your state? Contact us to explore the possibility of licensure in your state.
Find Your Summit. Our Reach is Growing.
We're proud to represent individuals in these states.Don't see your state?
Contact us to explore the possibility of licensure in your state.
- Arizona
- California
- Colorado
- Connecticut
- Florida
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Maryland
- Michigan
- Minnesota
- Missouri
- New Hampshire
- New Jersey
- New York
- Carolina
- Ohio
- Pennsylvania
- South Carolina
- South Dakota
- Tennessee
- Texas
- Virginia
- Washington
- Wisconsin
Let’s Collaborate
Successful relationships start with a simple conversation and collaborative approach. To ask questions or say hello, get in touch with our team.
