About

Companies

All companies have one thing in common—they want a best-in-class consulting firm that provides creative strategies and solutions with the company’s best interest in mind. Our clients, ranging from Fortune 500 companies to local entrepreneurs, manufacturers, and non-profits, lean on Summit to bring industry knowledge and real-world experience to manage the complex benefits, insurance and investment issues they handle on a daily basis.

Executives

C-suite executives are concerned, among much else, with minimizing risk and controlling costs. Summit addresses these concerns with creative strategies and advice that provide your organization with ideas and solutions that may not only give you an edge in the areas of insurance and employee benefits, but that are also easy on your bottom line.

HR Professionals

Human Resource professionals and organizational leaders rely on Summit’s experienced, knowledgeable consultants to ensure effective management of your company’s most important resource: its people. We offer our HR consulting team to partner with you to create stronger alignment between your organizational and HR goals, and help build a sound understanding of the HR practices that are essential to excellence in performance management.

Individuals

Whether you are an individual client or an employee of a client organization, we recognize that you often need assistance with life insurance and retirement planning. For individual client company employees, we know you may also want assistance in making the most of the benefits your organization offers – knowing how to access, understand, and utilize them. That is why we offer individual consultations with client company employees, to better inform you and help you take maximum advantage of your employer’s benefits package.