Broker Check

Our Services

Annapolis-Based Financial Services and Wealth Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of Premier Planning Group's foundation of success.

Investments

Alternative Investments
Money Management
Fixed Index Anunities
Variable Annuities
Roth IRA
SEP IRA
Simple IRA
Traditional IRA
529-Plans

Learn More

Financial Planning

College Planning
Elder Care Planning
Estate Planning
Financial Plans
Lifetime Planning
Survivorship Care Planning
Tax Plans
401k Planning

Learn More

Insurance

Life Insurance
Long Term Care Insurance

Learn More

Summit Brokerage Services, Inc., its affiliates and Premier Planning Group do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.