University
Clients
You've already put in the time and passion to build a career worth treasuring. Let us help you build a lasting legacy that'll engrave your name in the annals of history for all future generations to admire.
Private
Clients
We know you've worked hard to get where you are. Now it's our turn to work hard to get you where you want to be. Our legacy planning will enable you to impress and share with your children all that you've achieved.
Agriculture
Clients
The family farm is a time-honored tradition. You've done your part, so let us do our part and build on to your family's heritage for a legacy that you'll love to pass on to the next generation.
Entrepreneurial
Clients
After years of sacrifice and dedication, you've built a growing business with your own hands. Partner with us, and we can help you build a legacy that you can pass down to your children—and maybe your grandchildren.
Your Lafayette, IN Financial Planning Partner
Summit Financial specializes in helping you build a legacy that you can be proud of. Whether you want a building that bears your name, your own scholarship to empower future generations to build their own legacies, or estate planning for a comfortable retirement to live out your golden years with knowledge of a job well done, partner with us, and we'll help you make your mark, your way.
Summit Works for You and with Your Schedule
Communication is paramount to giving you the legacy you desire. We give you the power to shape your destiny by always keeping you in the loop, and nothing we do is without your approval. Our meetings can take place at your office or virtually at a hotel room, airport terminal, or wherever else is convenient for you—there’s no need to go to us, we’ll come to you.