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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 Client's Lives"

The seven CERTIFIED FINANCIAL PLANNERS™ (CFP®) at Summit understand that you have unique needs.  Our 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 client's 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 Video 

 

TD Ameritrade AdvisorClient Account Access

 

 

 

Flipbooks

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Contact Us

Please feel free to contact us with any questions.

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Calculators

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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