OUR COMMITMENT
Serving out of Roseburg, Oregon; Summit Financial Planning and Investments provides local, expert guidance in financial planning and investment strategy, with a personalized approach tailored to each client’s unique goals.
What distinguishes us is our commitment to integrity, precision, and results that stand the test of time—helping our clients move forward with clarity and confidence.
- Jason Meksch
Our Services
“We’re here to help you reach your financial goals with guidance that fits your life—because what matters to you matters to us.”
Financial Planning
Building a personal roadmap to manage money, reach your goals, and adjust as life changes.
PERS Planning
Complete PERS planning, paperwork, and filing—done for you—so you can focus on retirement.
Investment Planning
Grow and manage your money by choosing the right mix of investments for your goals and risk level.
Tax Planning
Managing what you’ve built to support your future and make confident financial decisions.
Insurance Planning
We make insurance planning easy—clear guidance, trusted coverage, and peace of mind.
Estate Planning
Managing what you’ve built to support your future and make confident financial decisions.