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Employee Benefits

Summit Capital Management, our financial partner, is a leading provider of premium financial services for both employers and individuals.

Employee Benefit Plans
Employee Benefit Plans give you and your employees a range of options, including professional investment management and guidance. Summit Capital Management can help determine which plan options give you the maximum tax savings for your business.

Business Financial Services
Whether you are looking for a better way to manage cash or a more efficient way to pass on your business, Summit Capital Management has the insight and resources to help you manage your financial needs.

Estate Planning & Trusts
Summit Capital Management partners with trusted experts in estate planning services.  In recognition of the fact the discipline of estate planning is integrated with financial, tax and charitable planning, our trusted partners meet the comprehensive planning needs and objectives of our high-net-worth clients.

Insurance Services
The appropriate life insurance policy can help preserve assets you spent years accumulating.  Life insurance can be used in many different ways, for many different purposes.  It is not only for beneficiaries, but can be used as an investment vehicle in your lifetime.  It can be structured to provide tax-deferred growth and a tax free death benefit. 

Life insurance, simply put, is money paid in the future.  You pay premiums now to provide a much larger sum of money (death benefit).  This money can be used to protect your future earnings, so that your families can maintain their lifestyle in the event of death.

Disability Insurance
Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others. 

Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

 

Summit Capital Management

Arizona Office:
1444 W. 10th Place
Tempe, AZ 85281
480-968-2465

Minnesota Office:
523 Jackson Street, Suite 310
St. Paul, MN 55101
651-209-3555

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