Summit Group

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Summit Group At our firm, we have the client—and only the client—in mind. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

As financial professionals, our firm is committed to helping people just like you create strategies for your financial goals. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a stable foundation for the future. Securities offered through LPL Financial. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Summit Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Medicare costs and coverage can change from year to year. 💡 Reviewing your plan during open enrollment can help you stay...
10/16/2026

Medicare costs and coverage can change from year to year. 💡 Reviewing your plan during open enrollment can help you stay informed and prepared for the year ahead. Read the blog to learn more.

Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.

Life changes. Goals evolve. Your financial strategy should keep pace.At Summit Group, we help individuals and families n...
10/12/2026

Life changes. Goals evolve. Your financial strategy should keep pace.

At Summit Group, we help individuals and families navigate important financial decisions through comprehensive planning, investment management, retirement planning, estate planning, and insurance strategies.

Our focus is helping clients create a plan that supports both today's priorities and tomorrow's goals.

Meet the Summit Group team :https://www.summitgroupms.com/our-team

There’s no universal “best” age to claim Social Security. 💡 The right timing depends on your health, income needs, and o...
10/09/2026

There’s no universal “best” age to claim Social Security. 💡 The right timing depends on your health, income needs, and overall retirement strategy. Read the blog to learn why a personalized approach matters.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

Financial Planning Month is a great reminder that your financial decisions are connected.Investment management, retireme...
10/05/2026

Financial Planning Month is a great reminder that your financial decisions are connected.

Investment management, retirement planning, estate considerations, insurance strategies, and long-term goals all play a role in your financial future. A comprehensive plan helps bring those pieces together and creates greater clarity around where you're headed.

Learn more about comprehensive financial planning: https://www.summitgroupms.com/comprehensive-financial-planning

Inflation can quietly erode purchasing power over time. 📈 Read the blog to learn how inflation-protected investments may...
10/02/2026

Inflation can quietly erode purchasing power over time. 📈 Read the blog to learn how inflation-protected investments may help support your long-term financial goals.

For investors in or near retirement, inflation is always a threat. TIPs can get it under control.

As the final quarter approaches, now is a great time to review your financial strategy and ensure you're on track toward...
09/30/2026

As the final quarter approaches, now is a great time to review your financial strategy and ensure you're on track toward your goals.
Small adjustments today can make a meaningful difference tomorrow.

Explore our financial planning services: https://www.summitgroupms.com/comprehensive-financial-planning

Retirement planning isn't just about saving money. It's about creating a strategy for the lifestyle you want to enjoy in...
09/29/2026

Retirement planning isn't just about saving money. It's about creating a strategy for the lifestyle you want to enjoy in the years ahead.
The earlier you start planning, the more opportunities you may have to prepare for a confident retirement.

Learn more: https://www.summitgroupms.com/retirement-planning

📈 Warren Buffett's investing wisdom is timeless: avoid chasing trends and focus on long-term fundamentals. Successful in...
09/25/2026

📈 Warren Buffett's investing wisdom is timeless: avoid chasing trends and focus on long-term fundamentals. Successful investing often comes from patience, discipline, and doing your homework. Read more. 💡

Warren Buffett warned that investors who follow the crowd into popular assets often arrive too late to benefit and risk getting burned.

Address

4500 I 55 N, Ste 280
Jackson, MS
39211

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 12pm

Telephone

+16019828221

Website

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