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 InvestmentsMoney ManagementFixed Index AnnitiesVariable AnnuitiesRoth IRASEP IRASimple IRATraditional IRA529-Plans Learn More Financial Planning College PlanningElder Care PlanningEstate PlanningFinancial PlansLifetime PlanningSurvivorship Care PlanningTax Plans401k Planning Learn More Insurance Life InsuranceLong 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.