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

2020 Tax Table

DocuSign Instructions

Directions to Our Office

Charles Schwab

Schwab Alliance - setting up on-line access to your accounts

NY State Partnership for Long-Term Care

NY State Parternship for Long-Term Care Brochure

Excellus BC / BS

Advanced Care Planning Guide