Book an appointment
Welcome to Summit Brigade LLC!
We’re excited to welcome you to Summit Brigade LLC, where our mission is to empower families and individuals through financial education, life insurance solutions, and strategic planning for a secure future. We believe everyone deserves access to clear, honest financial guidance—and we’re here to help you every step of the way.
Scheduling Your Appointment
Booking your session is simple! Just select your preferred date and time through our online scheduler or by contacting us directly. After scheduling, you’ll receive a confirmation email with next steps and any necessary forms to complete before your appointment. Please try to arrive (or log in) a few minutes early to ensure we can start on time.
Before We Meet
To make the most of your session:
Have any relevant financial documents available (if applicable)
Come with any questions or concerns you'd like us to address
Be ready to discuss your goals so we can tailor the experience to you
We look forward to working with you and helping you build a brighter financial future!
— Summit Brigade Team
