Summit Financial Group of Indiana
4050 Britt Farm Dr,
Investments, Comprehensive Financial Planning, Retirement Planning
Jon is the Owner of Summit Financial Group of Indiana. With Offices in Lafayette and Indianapolis summit is a comprehensive financial planning company that offers expert advise in retirement planning estate planning debt reduction strategies college planning. Jon has a client centered approach to all planning that is offered taking into account taxes early retirement strategies wealth preservation strategies wealth protection strategies and college planning strategies as well as long term wealth accumulation strategies.
Series 63 Series 65Series 7Series 24Series Life Health National Certified College Planning Specialist
National Association for Certified College Planners
Provided Upon Request.....