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.
Enriching the Lives We Touch
Financial Services
Scaled for Your Needs
While helping you develop your financial plan, Summit Pointe Financial will walk you through a step-by-step process that can help you make confident decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Personal Services
Family Protection
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Individual Health Insurance
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.
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
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
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.
Discover More Resources
Subscribe to Our Newsletter
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.
