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

Setting Up LPL AccountView

2019 Turbotax User Guide for 2018 Taxes

2019 Tax Table

Going Paperless with LPL AccountView

Directions to Our Office

LPL Financial

SAM Brochure

Proofpoint Encryption Account Set-Up Instructions

LPL Brochure

LPL Privacy Policy

NY State Partnership for Long-Term Care

Long-Term Care Consumer Guide

Excellus BC / BS

Advanced Care Planning Guide

Miscellaneous

SIPC Brochure