Financial Strategies

As your financial situation changes throughout the seasons of your life, it is important to review and revise your financial strategies in order to meet your needs.

We offer access to many financial strategies that enhance traditional bank savings products. Our goal is to help you achieve your financial goals.

Let us identify and develop your financial objectives so we can strategize successful investment and retirement plans.

 

Managing your Investments

1st Summit Financial Partners offer access to a wide range of investment options. We believe in a long-term investment strategy that strives to balance risk and return by using a diversified portfolio. The focus is on quality so you can invest with confidence.
Diversification is a method of helping to manage risk. It does not assure a profit or avoidance of loss.

Investment Options
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Saving for College

Let us help you gather the means to pay for college tuition, fees, room and board, books, and required school supplies. We have options for every type of secondary schooling including colleges, universities, and vocational schools across the country.

College Savings Options
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Preparing for Retirement

Whether you are in the process of switching jobs or retiring, 1st Summit Financial Partners can evaluate your 401(k) or retirement plan so you are better positioned for your future.

Retirement Options
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Handling your Life and Long Term Care Insurance

Ensure you and your family are taken care of in the long term.

Insurance Options
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Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. 1st Summit Financial Partners is a trade name of 1st Summit Bank. Osaic Institutions and 1st Summit Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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