Summit Wealth Logo Light
Schedule A Call
Summit Wealth Logo White
Summit Wealth Logo White

Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Start a New Plan For Your Ministry

Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Start a New Plan For Your Ministry

Faith-Based Retirement Plans For Everyone In Ministry

Church | Missions | Denominations | Schools | Camps | Rescue Missions

Start a New Plan For Your Ministry

Finding the best retirement plan can feel overwhelming.

You want an affordable plan that is market driven with easy administration and great support from personal advisors that cares about you.

We understand.

Let's Talk

Summit provides everything you need in one powerful solution.

Advisory | Third-Party Administration | Recordkeeping | Education | Support

Download Church Retirement Plan Essentials Guide

Everyone can Invest Well

Over 25,000 Investment Options

Summit's Open Architecture Platform offers access to a “total universe” of investment products from some of the largest and well known fund families.

Save Time and Reduce Stress

Simple Administration

By using a time horizon for your retirement, unique goals and future income needs, we will customize a personalized financial plan.

Increase Participation

Easy Enrollment

The entire enrollment process is quick, online, and interactive. Everyone has a personalized experience guided by your personal advisors to determine their individual retirement needs, risk tolerance, investments, and contribution amounts.

Free Access to Tools, Advisors, and More

Empowering Education + Support

Summit offers one-on-one professional, friendly support and 24/7 access to an online Help Center for both plan administrators and staff. With a wide range of educational resources, Summit provides investment knowledge and confidence that encourages participation and wise actions for all of our church retirement plan options.

Ministry and Church Retirement Plan Specialists

For over three decades our team at Summit has focused on the unique retirement needs of individual investors.  At the same time, our team has served on staff and volunteered with ministries and churches.  We understand the demands of Kingdom ministry.

Talk With a Plan Consultant

Simple Process to Launching a New Church Retirement Plan

1. Design Your Plan

Use Summit's exclusive online Retirement Plan Builder to create a plan proposal tailored to your specific needs.

2. Present To Leadership

Summit provides you with guidance, support, and collateral to present your new plan proposal to your team.

3. Introduce To Staff

Lastly, Summit will walk you through each stage to swiftly implement your new church retirement plan including introducing it to staff.

Start Designing Your New Plan

Stay in the know with our newsletter

Facebook-f Instagram Twitter Linkedin-in

Summit Wealth Group, LLC is a Registered Investment Advisor ("RIA"), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us

© Copyright 2023 Summit Wealth Group, LLC

Form CRS

Schedule A Call

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam sit amet congue lorem, et pulvinar risus. 

Meet With Ted
Meet With Luke
Schedule a call
Close

Meet Kate

Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.

With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.