Summit Financial is an independent financial planning firm that specializes in creating customized and sound financial plans for every client they serve. The biggest question for many investors today is trust. They ask, “Who can you trust to help make smart financial decisions and manage my money with integrity?” In Indiana, the answer is Summit Financial Group of Indiana, an independent financial planning and asset management firm focusing on the needs of Purdue University faculty and staff, retirees and pre-retirees. Summit Financial Group of Indiana invests at the institutional level with highly regarded companies such as TIAA-CREF, Fidelity and TD Ameritrade. At the Purdue University level, they work with university faculty and staff. Summit also works with clients who are involved in health care, manufacturing, etc. As an independent financial planning firm, Summit Financial Group of Indiana has access to a large array of investment options, selecting “best of breed” asset managers in creating clients’ portfolios.
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