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Summit Planning Group

3071 Voyager Dr
Suite A
Green Bay, WI 54311
Phone:
  • (920)884-9000

Summit Planning Group: A FEE-ONLY Registered Investment Advisor

 

Our Mission Statement

"To Make A Positive Impact In Our Clients' Lives"

The seven CERTIFIED FINANCIAL PLANNERS™ (CFP®) at Summit Financial Planning understand that you have unique needs. Our advisory role is to help you make wise, well-informed decisions about all of your wealth management needs.

We take pride in the face-to-face review process, team approach, and relationships that Summit has with other professionals in the community.

We are passionate about continually providing a positive impact in our clients' lives. We call this Summit Care™, which is focused on addressing personal and family financial goals. We believe the basis for achieving the "dream life" lies in: developing realistic goals; monitoring those goals and comparing the goals to actual results. Summit Care™ results in a personal investment strategy in which clients can always feel confident.

We are held to the highest standard in the financial services industry in which we embrace the "Fiduciary" standard.  Simply put, we must not only do what is in the best interest of our clients, but we must also elevate the clients' needs over our own.

 

Summit Planning Group's Philosophy Videos

 

 

 

 

TD Ameritrade AdvisorClient Account Access

 

 

 

Contact Us

Please feel free to contact us with any questions.

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Videos

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Calculators

You can review interesting calculators on my site.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck