From physician practices to intellectual property firms, car dealerships to farms, construction companies to attorney partnerships, we customize and implement benefits plans to help almost any type of business work toward their unique goals and objectives.
Helping Entrepreneurs, Business Owners & Executives
In fact, helping executives and business owners is a huge part of what we offer at Summit Pointe Financial. Getting good information is critical to running your business. In fact, we’ve found that one of the things business owners most need is a “sounding board” on all the various issues that impact you. Similar to a “board of advisors,” we provide you with access to a complimentary team of subject matter experts comprised of attorneys, estate planners, P&C agents, risk management insurance agents, payroll firms, and accountants/CPAs so that no aspect of your business is left neglected or overlooked.
Having a business allows you more opportunities to optimize both your business and personal situation. For instance, to garner personal benefits while helping you attract and retain top executives and employees, we help you select and manage group health and retirement plans that fit your parameters. And whether you want to retire someday, sell, leave your business to family or partners, or work forever, we help you put exit plans in place so that your business can continue to operate and your legacy can be preserved in the face of a liquidity event.
Business Services
Executive Benefits
- Deferred Compensation
- Group Carve Out Insurance
- Split Dollar Life Insurance
- Selective Executive Retirement Plans (SERPs)
- Business Exit Strategies
- Informal Business Valuations through Alliance Partners
- Key Person Insurance
- Buy/Sell Funding Agreements
- Disability Income Buyout Insurance
- Business Overhead Protection
Planning for a Better Tomorrow?
Group Retirement Plans
- 401(k) Plans
- SIMPLE IRA Plans
- SEP (Simplified Employee Pension) Plans
- Profit Sharing Plans
- Defined Benefit Plans
- MMP (Money Purchase Plans)
Employee Benefits
- Group Health Plans
- Group Life Insurance
- Disability Income Insurance
- Dental Plans
- Vision Care
- Risk Management Expense
- Long-Term Care Insurance
- Voluntary Benefits
Enriching the Lives We Touch
Summit Pointe Financial provides personalized, custom plans for our clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you achieve your unique financial goals.
Resources from
Summit Pointe Financial
Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.
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Contact Us
Please feel free to reach out to us with questions, or to schedule a no-obligation consultation to discuss your situation and your goals for your business or your family. We will get back to you as soon as possible!
Three locations to serve you
Representatives are associated with specific locations, and availability may vary by office.
2641 N.E. McBaine Drive
Lee’s Summit, MO 64064
8500 W. 110th St Suite 510
Overland Park, KS 66210
3601 SW 29th St Suite 210
Topeka, KS 66614
© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.
