Call Us Today:
770.448.9331

Financial Planning in Duluth and Norcross, GA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Summitt Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Summitt Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Summitt Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Summitt Insurance Agency today to see how Financial Planning can help achieve your goals.

Our Location

Summitt Insurance Agency

2131 Pleasant Hill Road, Suite 144
Duluth, GA 30096
Main office: 770-448-9331

Our Providers

Testimonials

Whether it's answering a coverage question, periodically shopping the market for the most competitive terms from highly rated carriers or assisting in a claim, you've always taken the time to do the job right.
Frank & Cathy, Marietta GA
...My agent Mary has been very helpful. I always felt she was my advocate and looking out for my best interests.
Jim, Ball Ground, GA
It is always pleasure talking to someone professional on the other end of the line and getting things done right the first time.
Paul, Atlanta, GA
The friendly staff is always a delight to talk with and has always gone beyond expectations to solve any issues with coverage or claims.
Daryl, Alpharetta, GA
You have helped me in my auto and home insurance so much and have taken good care of me.
Frances, Lawrenceville, GA