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 in Baxter MN, 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 needs of the client 2
- Health insurance for businesses & individuals
- Life insurance
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.