Do you have questions or concerns about an early "buy-out" retirement offer, retirement planning, or your IRA/401K? Would you like to talk to an advisor on how to invest your money, or what investment options are available? Summit Brokerage is here to assist you and we offer no-cost, no obligation, consultations. Our advisors will work with you to create a plan for retirement, provide advice in an early retirement "buy-out" offer, and assist you with your IRA/401K from past employers.

We are a full-service brokerage firm with advisors that can help you invest your money, plan for retirement, assist in Estate planning, set-up 529 college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. Please look at our products and services page for more information on what we offer. 

July: Annuities

An annuity is a long term investment issued by an insurance company. The primary use is to provide an income supplement. Depending on pay-out options, periodic payments may be guaranteed for your lifetime.

Annuities are tax deferred. There are four different types of annuities: Fixed, Fixed Indexed, Variable, and Immediate.

Consult with your financial advisor to determine if an annuity is right for you.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Phillip Burton at 304-363-0073 to obtain a prospectus, which should be read carefully before investing or sending money.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck