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Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering accomplished professionals and higher education faculty & staff expert financial advice. We're a fully transparent, concierge-level advisory firm that collaborates with you to create a custom financial plan to revolve around your
wants, needs, and wishes in life. Some of our services include 401K, 403(b), and 457(b) account management, investment management, retirement planning, and financial life planning.
Licensed in these states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota.
Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Summit Financial Group of Indiana is independent of Regulus Financial Group, LLC and Regal Investment Advisors.
