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  • Northern Star Newsletter 12/11/2017
    As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance. Hitting record highs yet again, the S&P gai...
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  • Northern Star Newsletter 11/30/2017
    We currently have a relatively low VIX at 11.30 this morning, indicating that investor fear is still very low, although not quite as low as it was earlier this year. We have a dollar at a 93.29 level,...
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  • Northern Star Newsletter 11/22/2017
    We are seeing the market rebound in a healthy way following the previous 12 days of volatility and decline. The sharper ups and downs are reminiscent of times past where 100 point swings were more the...
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Save time by letting Summit Financial do the financial planning for you

UNIVERSITY CLIENTS

University clients often have the intelligence to do their own investment and financial planning, but do they have the time it takes? Let us save time and do the work.

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Investment strategies and Financial planning tools for private clients

PRIVATE CLIENTS

Private clients have more access to investment strategies and financial planning tools, therefore they need our help to develop, calculate, coordinate and implement it.

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Financial advice for agriculture and entrepreneurial clients

AGRICULTURE/ ENTREPRENEURIAL CLIENTS

For our agriculture and entrepreneurial clients, thinking in a non-traditional format is the key to achieving a balance.  It often takes a business owner to help a business owner.

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CASE STUDIES BY THE SUMMIT FINANCIAL GROUP OF INDIANA

We have prepared sample case studies to provide potential and existing clients with a better understanding of our process works.

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OUR LATEST NEWSLETTER

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The Summit Process

We cater our process to meet your needs. We take the best steps and work closely with you to make decisions that you understand. Our goal is to help you now and into the future.  

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Jon McCardle President of Summit Financial Services

Jon McCardle, President

Jon has been awarded the 5-Star Wealth Manager Award for 2010, 2012 and 2013 and is a member of the National Ethics Bureau, Better Business Bureau and the who’s who of financial professionals. Jon was featured in Forbes Magazine as one of 7 financial leaders in Indiana.

Jon just completed his certified 3rd party background check through the national ethic’s bureau.

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www.ethics.net

Our systems are designed for early warning and protection from severe storms that would harm your economic condition

In 2007, our systems indicated we leave the markets while others did not and therefore our clients
 did NOT participate in the downturn of 2008-2009

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