We host in-person and virtual sessions designed to simplify complex financial topics and provide perspective on strategies that may be relevant to your long-term planning. Each session is educational in nature and focused on learning, not sales.
Phone
(352) 850-6151
Email
admin@summitincomeplanning.com
Office Address
100 E. Pine Street, Suite 110,
Orlando, FL 32801
Office Hours
Mon-Fri: 10am – 6pm
Sat-Sun: By Appointment Only
© 2026 Summit Global Invesments. All rights reserved.
Educational only — not investment, tax, or legal advice, and not a recommendation of any specific product or strategy. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing carrier; not FDIC insured, not bank guaranteed, not a deposit. Securities offered through Summit Global Investments, member FINRA/SIPC. Investment advisory services offered through Summit Global Investments, a Registered Investment Adviser. Insurance products offered through Summit Income Planning Group. These are separate and unaffiliated entities. Past performance does not guarantee future results. Summit Global Investments, LLC’s CRD number is 157091.
Ready to see retirement from a different perspective? Contact us today to schedule a complimentary consultation. Fill out the form below, call us at (352) 850-6151, or book an appointment. No pitch. No pressure. Just a conversation about where you’re headed.
