First Summit Financial


Case Consultation

Case Design and Implementation

Complete Software and Proposal Support

Advanced Sales Support


Business Valuation
Key Person
Cross Purchase Buy/Sell
Stock Redemption

Section 162
Executive Bonus Plan
Salary Continuation
Disability Salary Continuation
Deferred Compensation

Individual Retirement Accounts (IRA)
Roth IRA
SIMPLE 401(k)
Safe Harbor 401(k)
New Comparability Profit Sharing

Combination Plans
Traditional Defined Benefit
412(i) Defined Benefit Plans
Section 457 Plans
403(b) Tax Sheltered Annuity

Life Settlements
Wealth Accumulation
Wealth Preservation
Wealth Distribution Analysis
Family Split-Dollar
Family Limited Partnerships

Estate Tax Concepts
   Estate Reduction Through Gifting
   Charitable Remainder Trust
   Irrevocable Life Insurance Trusts
Qualified Plan Distribution Analysis
Impaired Risk Placement