Summit Wealth Consulting

For the Best Insurance Services

We are a brokerage Insurance Company that has partnered with Top A rated insurance companies to provide our clients the best options for protecting their family. With Summit Wealth Consulting, you will get the support and the best value coverage options available, working with an established and knowledgeable company.

Working with Summit Wealth Consulting

We can help you Protect the people and things you love most. We take the complicated and make it seamless to enjoy more leisure time.

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Mortgage Protection

Life Insurance

Let’s look at the different ways you can apply for Life Insurance coverage.

MEDICARE

 Let us help you find affordable plans in your
area.

HEALTH COVERAGE

The affordable care act (ACA), also known as Obamacare.

Employee BENEFITS

We know the most valuable asset a business has, are the people.

Retirement planning

Are you curious about
your Finances? Let us Help you today! 

TESTIMONIALS

Marcus Q

“Our company’s group benefits program has been a lifesaver for me and my family. The health insurance coverage has allowed us to access top-notch medical care without worrying about exorbitant costs. The dental and vision benefits have also been incredibly helpful, and the retirement savings plan has given us peace of mind for our future.”

Joe S.

“As a small business owner, providing group benefits for my employees has been a great way to attract and retain top talent. It shows that I value their well-being and want to support them both inside and outside of work. Plus, the cost savings of a group plan make it a win-win for everyone.”

Ruth S.

“When my husband was diagnosed with a chronic illness, our group benefits program provided us with the support we needed to navigate the healthcare system and manage his care. The resources and advocacy services offered by the program have been invaluable, and we feel grateful to have them as a safety net.”

Cory S.

“The group benefits program at my company has been a key factor in my job satisfaction. Knowing that I have access to great healthcare, retirement savings options, and other benefits like flexible spending accounts and life insurance makes me feel valued and supported by my employer.”

Brett R.

I was really struggling to understand my ACA health coverage options, but thanks to the knowledgeable and helpful team at UBFG, I was able to make an informed decision that was best for me and my family.”

Aaron A.

“The process of enrolling in ACA health coverage can be overwhelming, but the guidance and support I received from UBFG made it so much easier. They answered all of my questions and helped me find a plan that met my needs and budget.”

Jordi P.

“I had been uninsured for years and didn’t know where to turn for help. Thanks to the ACA, I was able to enroll in health coverage and finally get the care I needed. I am grateful for the resources available to me through the ACA and the organizations that support it.”

Casey M.

“As a small business owner, I was worried about the costs associated with offering health coverage to my employees. The ACA’s Small Business Health Options Program (SHOP) provided me with affordable options and made the process of enrolling easy and straightforward.”

Mike C.

“I have a pre-existing condition that made it difficult to find affordable health coverage before the ACA. Thanks to the law, I am able to get the care I need without worrying about being denied coverage or charged exorbitant premiums.”

Joan T.

“Thanks to my life insurance and retirement planning, I can rest easy knowing that my family will be taken care of even after I’m gone. It’s a small price to pay for peace of mind.”

Sandy T.

“Life insurance and retirement planning are essential for anyone who wants to secure their financial future. I’ve been able to save and invest wisely thanks to the guidance of my financial advisor.”

Cassidy C.

“I never realized how important life insurance and retirement planning were until I started my own family. It’s not just about me anymore, and I want to make sure that my loved ones are protected no matter what.”

Cheryl N.

“Life insurance and retirement planning have given me the freedom to live my life on my own terms. I can retire when I want to and enjoy my golden years without worrying about finances.”

Valerie K.

“I never thought I would need life insurance or retirement planning, but after a health scare, I realized how important it was to have a plan in place. I’m so grateful that I took the time to invest in my future.”

Jeff N.

“Life insurance and retirement planning have allowed me to provide for my family even when I’m not around. It’s a small price to pay for the peace of mind it brings.”

Sarah B.

“I used to think that life insurance and retirement planning were just for wealthy people, but I’ve learned that they are essential for anyone who wants to build a secure financial future.”

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Who wants more Leisure time to do more things like play Pickleball?” 

Let Summit Wealth Consulting help you, check the boxes, and have a sound financial plan that you will be fulfilled with in Retirement.

  1. Have a Plan for Retirement
  2. Choosing the right Retirement Savings Accounts
  3. Life Insurance – How much do I need?
  4. Do I have the right Health care?
  5. What are my Income streams in Retirement?
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