Summit Financial Group: The Lafayette Indiana Financial Planning Company

Summit Financial Group: the Lafayette, Indiana Financial Planning CompanySummit Financial Group of Indiana has been in Lafayette since 2002 offering clientele a variety of financial advice and products ranging from debt management and cash flow planning to business planning, start-up consulting as well as investments and retirement planning.

Summit Financial is an independent financial planning firm. We specialize in creating tailored and sound financial plans for each and every client we serve. We then partner with our clients to provide one of the highest levels of service in our marketplace. We see each client as a part of our family and care for them in a like manner.

Jon McCardle managed the firm from 2002 to 2008 at which time he purchased the firm from his partner. Under his guidance and efforts along with his team, the firm has grown over 700% in 10 years.

Jon’s clients have enjoyed access to a complete financial planning department that creates comprehensive plans for their future. Jon also offers several unique portfolio strategies that allow his clients diversification away from the traditional portfolio theory and approaches.

Investment Advice and Consultation from Experienced Financial Planners 

Investment Advice and Consultation in Lafayette, IndianaThe philosophy behind the “Best of Breed” is to define, search and select the best of breed in each asset class and category necessary for your investment portfolio. Summit considers over 4000 no-load and no transaction fee funds on a quarterly basis to develop our roster of candidates. We then layer additional, proprietary processes of analysis to sift through the good to get the great.

Our selection and modeling processes include fundamental analysis such as Fund Manager Tenure, Fund Family’s Investment Philosophy, Asset Class, Historical Returns and Style Drift. Our technical analysis layers in measurements for Alpha, Beta, Relative Strength, Statistical Algorithms and a pro-active trend analysis against short term, mid-term and long terms market indicators to select, monitor and maintain optimal levels of risk vs. return creation for client accounts.

Summit has successfully merged their private client systems and processes to achieve the maximum level of efficient Risk vs. Return potential for each portfolio we construct. This gives our clients the best ingredients available to them within their plans and a targeted approach to the markets.

  • 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...
  • 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...
  • Northern Star Newsletter 01/02/2018
    As many of you know, I have 3 kids and they are all at the ages of 16-17-20. My blessing is that they are also all Millennials. This period of their lives, my wife and I find that our rolls have chang...
  • Northern Star Newsletter 12/21/2017 - GOP Tax Reform Visual Aid
    It looks like quite a comprehensive tax reform and obviously I would rather you know the facts vs listening to the speculation in how it will affect you so I have attached a visual aid breaking the bi...

    For many investors today, the biggest question is trust. Who can you trust to help you make smart financial decisions and manage your money with integrity? For a growing number of clients in Indian...
  • The Multi-Generational Benefits of Trust-Owner Annuities

    Today's global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital and managing the ever-present string of taxes and expenses in trust-ow...
  • Northern Star Newsletter 5/26/14

    Get the latest advice and tips in this week's newsletter!
  • Recent Changes to IRA Rollover Rules

    According to new IRS rules, IRA rollovers are changing a little. While you could previously take one rollover a year for each of your IRAs, that's no longer the case. See how the rule has changed.

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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