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Welcome to Summit Planning Group, LLC - Wealth Management Advisors

Advising our clients with commitment and objectivity for 20 years

"Planning is bringing the future into the present so that you can do something
about it now." - Alan Lakein, writer

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SERVICES

Developing a comprehensive financial plan that accounts for the unique
and inter-related aspects of your financial situation is the basis for our
approach.  Managing the growth and protection of wealth is accomplished once
this framework has been established.

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OUR FIRM

An independent organization, Summit Planning Group, LLC was founded with a clear
vision of providing comprehensive, thoughtful and objective wealth management
advice to business owners, professionals, executives and retirees. 




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SUMMIT TEAM

With an average of 25 years of financial planning experience and varied
backgrounds in accounting, finance, tax, insurance and investments, Summit’s
advisors are well positioned to guide you through every phase of your planning.




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CONTACT

420 East Main Street

Unit 11

Branford, CT 06405

Summit Planning Group, LLC

Office: 203.483.3313

Fax: 203.483.2617

jpinto@securitiesmail.com



CONTACT

74 New London Turnpike

Glastonbury,CT06033

Office: 860.282.8292

Fax: 860.282.8289



Copyright 2023 FMG Suite.



DISCLAIMER

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.



Investments are offered through representatives of Lincoln Financial Securities
Corporation, Member FINRA & SIPC. Investments are offered to residents of: AZ,
CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OR, PA,
RI, SC, TN, TX, VA, VT & WA. Advisory services offered through representatives
of Summit Asset Management to residents of CT, MA & TX and representatives of
Summit Planning Group, LLC. Lincoln Financial Securities Corporation is not
affiliated with Summit Asset Management or Summit Planning Group, LLC. Lincoln
Financial Securities and their representatives do not offer legal or tax advice.
Please see your legal and or tax professional regarding your individual
circumstances. In NY, insurance may be offered through LFS Marketing Insurance
Agency Corporation and other fine companies. In CA, insurance may be offered
through LFS Marketing Insurance Sales Corporation and other fine companies.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary,
available here, for succinct information about the relationships and services
LFS offers to retail investors, related fees and costs, specified conflicts of
interest, standards of conduct, and disciplinary history, among other things.
LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services,
Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer
services, and other client disclosure documents can be found here.

LFS-3937772-113021