Our Priority? You.
Innovate and Lead with Peace of Mind
We understand that many highly capable individuals struggle to manage financial responsibilities due to busy work and personal schedules. Our goal is to protect your assets and equip you with the knowledge to make informed decisions, becoming your trusted financial partner through personalized financial planning. We aim to relieve the stress of managing finances by tailoring our services to your professional and personal needs, including lump-sum grant allocations, benefits enrollments, and job relocations.
Our Priority? You.
Innovate and Lead with Peace of Mind
We understand that many highly capable individuals struggle to manage financial responsibilities due to busy work and personal schedules. Our goal is to protect your assets and equip you with the knowledge to make informed decisions, becoming your trusted financial partner through personalized financial planning. We aim to relieve the stress of managing finances by tailoring our services to your professional and personal needs, including lump-sum grant allocations, benefits enrollments, and job relocations.
Thriving Since
2002
The Summit Mission
Our mission is to help individuals, from faculty to private individuals, make the most of their retirement and HR benefits. Whether it's answering basic questions or providing additional services, we're here to support everyone with as much assistance as they need.
Take a Tour of Our Office
Providing Highly Personalized Service
Proud to Assist Individuals Nationwide
Though we’re proud to have started in Lafayette, Indiana, our team works throughout the nation, partnering with university professionals, researchers, and business owners across the United States.
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.
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