Whether you are a young couple just starting out in your career, a family needing to save for retirement and college expenses, or an empty‑nest couple getting ready to retire in the next five years, Summit Pointe Financial can customize and tailor a plan to help you work toward your personal goals and retirement objectives. We often point out that there are two main stages to your financial life—going “up” the mountain as you save for retirement and getting back “down” by managing your income and resources after you retire.
Helping Individuals, Couples & Multigenerational Families
Summit Pointe Financial provides personalized, custom plans for our clients whether you are in the accumulation phase of life (going up the mountain to retirement) or the decumulation phase (coming back down as a retiree). 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 strategies to help you pursue your unique financial goals. We keep your best interests at the center of everything we do.
Personal Services
Family Protection
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Individual Health Insurance
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Traditional Wealth Accumulation Strategies
- Asset Management
- Roth IRAs
- Mutual Funds
- Annuities
- Retirement Funding Vehicles
- Education Funding Strategies
- Brokerage Accounts
Financial and Retirement Planning
- 401(k) Rollovers
- Income Planning
- Tax Planning
- RMD (required minimum distribution) Planning
- Roth Conversions
- Annuities
Estate Services
- Wealth Preservation Strategies
- Charitable Giving Strategies
- Estate Planning Services offered through in-house attorney, *Jason Moehlman, J.D.
*Jason is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.
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.
