Skip to content

Contact Us: (781) 569-5989


We work in a true partnership with our clients, making their needs our goal and priority. We offer the following services, customized to the client.

Summit Icon


Having steady income in retirement is essential to maintaining your standard of living. Retirement brings a whole new set of challenges to your financial situation, which is why Summit Financial Partners specializes in closing the “income gap.”
Summit Icon

Social Security

When and how you collect your Social Security benefits is one of the biggest decisions you’ll make in retirement. Speak with a Summit Financial Partners specialist to determine an optimal filing strategy for you.
Summit Icon


Failing to properly plan for taxes in retirement can mean a sudden change in your lifestyle. With tax laws changing every year, let Summit Financial Partners optimize a tax strategy based on your goals.
Summit Icon

Medicare & Long-Term Care

Medical care during retirement can be extremely complex. Paired with the uncertainty around long-term care planning solutions, intimidation can start to set in. Summit Financial Partners can be your guide in navigating a unique care plan.
Summit Icon

Estate & Legacy

At Summit Financial Partners, we believe that estate and legacy planning is a vital element to a healthy financial plan. To ensure you’re protected while you’re living and after you pass on, a well-constructed estate plan has your legacy goals in mind.
Summit Icon

Life Insurance/
Property & Casualty Insurance

Summit Financial Partners offer a variety of insurance services inclusive of life, and property and casualty. These services provide the convenience of having all elements of your financial picture under one roof.

Got questions? Contact us today.


Our approach to working with clients is one that is both relaxed and confident. The sound and well-researched solutions we provide to you is intended to establish a solid financial plan for your future.


Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.