Our Services

Summit Solutions LLC offers a wide range of insurance solutions and financial strategies:

  1. Medical– We offer custom-designed solutions for individuals and families, including medical, dental, vision, disability and long-term care, from over 50 insurance providers.

  2. Medicare* – We take the mystery out of Medicare coverage, giving you the knowledge you need to choose the Medicare, prescription, and/or supplemental insurance that's right for you. 

  3. Life – We offer a comprehensive portfolio of life insurance plans and options to choose from, giving you the individualized protection you need.

  4. Retirement – Our comprehensive retirement planning will better prepare you for the future with guaranteed retirement income, long-term care planning, and more.

  5. Legacy planning – We'll guide you through the process of securing your family's future by providing you with estate and wealth preservation, business succession planning, and tax minimization strategies.

Our staff has over 50 years of experience in the insurance and financial services industries, and has counseled thousands of clients of all ages and at all stages of life on how to make the right decisions.

Let us put our experience to work for you.