Brochures and Literature

We also have some literature available online. Please feel free to call us with any questions you may have.

Summit Planning Group

Directions to Our Office

2017 Tax Table

Going Paperless with LPL AccountView

Setting Up LPL AccountView

LPL Financial

2017 Turbotax User Guide for 2016 Taxes

SAM Brochure

LPL Brochure

LPL Privacy Policy

NY State Partnership for Long-Term Care

Long-Term Care Consumer Guide

Excellus BC / BS

Advanced Care Planning Guide


SIPC Brochure