Summit Capital Financial Group, LLC

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you may struggle putting them together. We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

We’ve been helping to protect our clients’ assets since 2001. We originated as an insurance and investment firm, and over the years we’ve grown to include wealth management to help clients have a truly coordinated GPS Retirement Journey. Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want. We will help you address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits.