Summit Financial Group of Indiana
Summit Financial Group of Indiana is an independent financial services firm that has been in Lafayette Indiana since 2002, offering clientele expert financial advice and a wide array of products including investment and retirement planning, business planning, and start-up consulting. We specialize in creating tailored, sound financial plans for each and every client we serve. Each client is treated as a part of our family, and we care for them as we would a beloved family member.
As President, Jon McCardle managed the firm from 2002 to 2008, at which time he purchased the firm. His guidance and diligence, along with the collaborative efforts of his team, has helped the firm grow significantly in the past 10 years.
- Independent financial services firm
- Full transparency on all services and product fees
- Comprehensive planning tailored to meet specific needs
- Concierge client service level — Learn More
Our Concierge Client Service Level means that we will be your personal helping hand. You’ll receive frank, personalized advice, and you’ll always know where your money is, what it’s doing, and what it can do for you down the road.
Strategy Session and Consultation
Discussing Your Needs, Wants, and Wishes
First of all, we need to sit down and get to know you. By being your personal financial concierge, we seek to obtain a firm grasp of what you need, such as medical, education, and living expenses, so we can then focus on helping you with what you want to accomplish and what kind of legacy you’d like to leave behind. With the essentials nailed down, we can begin talking about your hopes and dreams for the future and how we can make that happen.