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  • Northern Star Newsletter 01/18/2018
    From all indications, the market remains strong and being fully invested is key to good gains in 2018.
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  • Northern Star Newsletter 01/10/2018
    Message from Jon       Market Update: So far... At this point, so early in the year, we are seeing a steady rise and continuation of the end of 2017. Right now, the futures are pointing to another...
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  • Northern Star Newsletter 01/04/2018
    With the 2017 year at a close and the markets at all-time highs, it begs the question, where do we go from here? Having spent a lot of time combing through various sources searching for credible insig...
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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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