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

Setting Up LPL AccountView

Going Paperless with LPL AccountView

LPL Financial

2018 Turbotax User Guide for 2017 Taxes

Proofpoint Encryption Account Set-Up Instructions

SAM Brochure

LPL Privacy Policy

LPL Brochure

NY State Partnership for Long-Term Care

Long-Term Care Consumer Guide

Excellus BC / BS

Advanced Care Planning Guide


SIPC Brochure