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 Life, Income Planning, Forward Tax Planning and Risk Management.
Need more info? Attend a Live Workshop
Claiming Social Security
with Summit Investment Advisors
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.
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.
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.