A SINGLE LOCATION FIRM EMPOWERING FAMILIES TO
SAVE, ORGANIZE AND PREPARE TO
REACH THEIR FINANCIAL GOALS
517-266-7000
Investments
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Investing should be easy – just buy low and sell high, but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals, Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Retirement
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Where will your retirement money come from? If you’re like most people, qualified retirement plans, social security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Estate
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Insights
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Let us analyze the following and provide insight.
Estate: Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Insurance: A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Investment: Create an investment strategy that’s designed to pursue your risk tolerance, time horizon and goals.
Lifestyle: How to strike a balance between work and leisure is just one aspect of the wide-ranging lifestyle matter.
Money: Managing your money involves more than simply making and following a budget.
Retirement: Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Tax: Understanding tax strategies can potentially help you better manage your overall tax situation.
We found a Financial Services Company We Can Trust in Summit Financial.
Jim Cole represents our family like he would his own.
Richard and DIane Garno
ADRIAN
We found an Investment Company We Can Trust in Summit Financial.
Jim Cole represents our family like he would his own.
Richard and DIane Garno
ADRIAN
01 | 04
James H. Cole
CLU, ChFC, AIF®
James H. Cole is President of Summit Financial Group located in Adrian, Michigan.
Check the background of investment professionals associated with this site on FINRA's Broker Check'.
I get to work with an amazing group of people, in a family environment, doing what I love.
02 | 04
Krista Dopp
Business Manager
I believe in he importance of developing long-term relationships
03 | 04
Jacqueline Hamilton
Sales & Client Relations Manager
When you can build long-term relationships with clients your job becomes more meaningful.
04 | 04
Marlene McCann
Administrative Assistant
This office environment is run on the same values as a family environment.
Summit Financial Group
3245 N Adrian Hwy | Suite F
Adrian, MI 49221
© 2025 Summit Financial Group.