Plummer Bail Bonds

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

Welcome to Greer Financial Group. We provide comprehensive financial strategies and guidance for small business owners and those heading into retirement or already retired. Growing a small business is one of the hardest but most gratifying careers. Your business is your livelihood and, as such, any hiccups can have repercussions. We’re here to help you prepare for those hiccups and strategize a way to build your business, so you have a legacy to leave your children and grandchildren. We know there is no singular, best place in which to place your retirement, because each retiree or couple have varying goals for their sunset years. It’s our duty to work with you to understand these unique goals and build the retirement you envision.

Platt Financial will help you create a financial road map to pursue retirement success. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Investment advice offered through Skip Platt DBA Platt Financial, a registered investment advisor. Skip Platt and Platt Financial are separate entities from LPL Financial