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
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.