Glastonbury, CT Office

Summit Planning Group provides financial planning and corporate advisory services primarily for owners of closely held businesses, corporate clients and high-net-worth individuals. Its services include personal financial planning, retirement and estate planning, fringe benefit and business continuation planning, and retirement plan education for corporate participants.

The firm’s planning process is based on client-provided materials and third‑party planning software, producing written summaries with generic investment and tax-related recommendations. Summit does not provide ongoing portfolio management or custody of client assets; implementation is coordinated with a client’s other advisors and, at a client’s direction, its representatives may offer specific investment or insurance products through their broker/dealer affiliation.

Compared with many peers, Summit emphasizes fee-for-planning engagements rather than percentage-of-assets-under-management arrangements and encourages annual plan renewal and updates. The firm’s advisory personnel are subject to stated hiring standards and professional designation requirements, and several representatives maintain securities and insurance licenses and dual registrations that the brochure discloses as potential conflicts to be managed.