Additional Services

Summit logo

Summit Financial Group, Inc. is a privately held National Employee Benefits and Wealth Management Planning firm. Summit provides all of the standard brokerage services you would expect from a full service independent group insurance, retirement plans, individual insurance and individual investments. A creative advocacy plan is developed for each client after gaining a full historical perspective. We evaluate the entire marketplace for solutions, then we provide superior advice, service and support for the products you buy. 

When appropriate, Summit also offers legislative updates, newsletters and clear concise communications. We provide a regular, formal renewal process, and we strive to increase employee and client satisfaction with benefit tri-folds, Total Benefit Reports (, Employee Benefit Survey tools, Cobra-FSA-FMLA Administration, Wellness-Behavior Modification Programs and Client Progress Reports.

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Phone: 918.699.6521 AR Insurance License # 328041 CA Insurance License # 0I34723

Visit The Summit Financial Group Website

Sumco logo

SumCo Benefit Services, LLC provides organizations of various sizes with a concierge service model using highly trained benefit professionals and a customizable technology platform.

A unique a la carte menu of services offered through a sophisticated “call center” allows SumCo to provide unparalleled service at a very competitive price. We are able to provide a highly flexible service environment with dedicated client teams, and our service model is based on exceeding the clients expectations.

Visit The SumCo Benefit Services Website

Resource one logo

ResourceOne is a privately owned and operated Third Party Administration firm centrally located in the United States.

Core benefit plans often consist of the following:

  • Major Medical Health Plans
  • Aggregate Only Plans
  • Dental Plans
  • Vision Plans
  • Life / AD&D / STD / LTD
  • HRAs/HSAs (Consumer Directed Plans)
  • Disease Management
  • Medicaid Programs
  • State Safety Net Programs
  • Section 125 and FMLA

Visit The Resource One Administrations Website

Latest News