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WHY SUMMIT?

We are experienced financial services professionals. We continuously strive to educate our clients while preserving, protecting and growing their wealth.

We make a difference by providing the tools our clients need to feel confident in their financial decisions.

At Summit, we are able to bring great insight and perspective to Return on LifeIncome PlanningForward Tax Planning and Risk Management.

Schedule Your Complimentary Consultation Now

Need more info? Attend a Live Workshop

Beat the Winter Blues

Rosedale Mall Walk

with your friends at Summit

Event Details

Claiming Social Security

Workshop

with Sean McDermott, CFP

Event Details

Claiming Social Security

Webinar

with Sean McDermott, CFP

Event Details

Our workshops focus on common financial concerns that individuals and families face in retirement. Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

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Financial Planning

Our approach to financial planning has been designed with you in mind. Learn More

Investment Planning

Our goal is to help you preserve and protect what is most important to you and your family. Learn More

Estate Planning

We believe in creating a plan that can save your heirs time, grief and money. Learn More

Tax Planning

We believe in creating a plan that takes into account and minimizes the biggest drain on your retirement assets: Taxes.

Understanding Today’s Financial Environment

Welcome to Summit Investment Advisors, a financial organization in Roseville, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

WHAT’S NEXT?

Once we’ve developed your ideal financial roadmap to reach your summit, we will continue to be there to help you navigate your way to financial peace of mind.

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