Broker Check

Summit Legacy Group

We are committed to leading our clients to economic and personal strength, while establishing mutual conviction and respect between our team and our clients.  It is our obligation to present ourselves as their ever ready base, making ourselves available through communication, education and leadership; enabling our clients to make sound financial choices to help them secure their personal goals.  In doing so we allow our clients to thrive in their fulfillment, build their vision, and empower them to establish a legacy for their heirs, if they so choose.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.  

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 260-244-6200.