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Our Company

In the world of investments, insurance and finance, things change constantly. Newer, sometimes improved, investment choices and insurance products are being developed every day. At Summit Point Financial we have a diverse selection of products available and we match the investments to suit the client's needs. 


What do we offer?

  • 401(k) rollovers, ROTH & traditional IRAs
  • Traditional & non-traditional investments
  • Retirement plans – business & individual
  • Tax advantaged programs (e.g. oil and gas programs) 1
  • Tax deferred property exchanges – 1031 exchanges 1
  • Various types of annuities based on the the needs of the client 2
  • Health insurance for businesses & individuals
  • Life insurance
...and more.


1 These investments are available to accredited investors only (individuals with a net worth over $1,000,000 or income over $200,000 for preceding 2 years).
2 Payments based on the claims paying ability of the issuing insurance company.