Summit Planning Group, Inc.

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To achieve your retirement goals, it is critical that your investment strategy corresponds to your risk tolerance and aspirations. In today's volatile markets, emotions can easily dominate your investment decisions. We offer a free no obligation consultation to review your goals, analyze your current portfolio, and see if it will meet your objectives. With state of the art analytical tools and over 10,000 investment choices, we can reduce the risk and help you to realize your goals.

To sign up for a free, no obligation consultation, e-mail us at the address above, call us at 1-800-345-PLAN, or fill out the form below.

If you would like to attend one of our FREE Retirement Planning Seminars, please fill out the form below and, in the "Comments" section at the bottom of the form, specify which session you would like to attend. Our staff will confirm your message.

We want to hear from you, so please e-mail us with your comments on our Web page. Thanks!!

Name
Spouse
Address
City
State/Province
Zip Code Country

Home Phone
Work Phone
Email Address

Are You Currently Retired?
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Anticipated Retirement Date:

My main areas of interest are:

Increased Retirement Income
IRA Rollover
IRA Withdrawal Plan
Investment Review
Tax Credits
Retirement Distribution

Tax Planning
Roth IRA
Living Trust
Estate Plan Review
Advanced Estate Planning
Nursing Care Insurance

Any questions or additional comments?

344 W. Genesee St., Ste. 300, Syracuse, N.Y. 13202
(315) 425-0344 Fax (315) 471-6768
e-mail: summit.planning@lpl.com
web site: http://www.summitplan.com
Securities Offered Through LPL Financial * Member FINRA/SIPC