Our clients want to ensure financial stability for themselves, their families, employees and businesses. For several decades, we have studied our clients and listened to them and our mission is, simply put, to help them reach their goals.
Our estate planning clients want an efficient plan to transfer assets, provide for their families and a well organized succession plan for their financial interests.
Our individual clients want to avoid the financial pitfalls that can emerge if they live too long or die too soon. Our aim is to provide clarity related to options and help our clients make educated decisions.
Since 1947
In 1947, J. Harold Bottoms began his 30 year career in the insurance industry as a debit life insurance agent in Cobb County, Georgia. He sold small life insurance policies to protect families and he stopped by their homes each week to collect the premiums. Today our clients include some of our area’s largest employers and leading citizens. But, after all these years, one thing has not changed: we still help our clients financially protect themselves and those they care about.
As a process-driven firm, Summit Legacy Insurance continues to build strong relationships and evolve with the industry. Our commitment to our clients is our number one priority. Summit Legacy Insurance is an owner of Lion Street which are invitation-only leading producer groups of financial services products to high net worth individuals and companies. Our deep roots give our clients access to a wide array of financial solutions.
By leveraging our local presence with Lion Street’s national network we are able to provide our clients with cutting edge strategies for estate planning and retirement plans. With Lion Street as our back offices, we have a collective strength of intellectual capital, technological capabilities, and resources combine to address the full spectrum of your insurance needs.
Our vision is to be attentive and help others create and protect the financial future they want.
Our mission is to:
These are the values that inform, inspire, and distinguish Summit Legacy Insurance as a responsible and trustworthy financial services institution:
Integrity — We are uncompromising in our principles. We will have the courage to make the right decision in every situation, and we will adhere to the highest standards of ethical conduct to guide us in our relationships with clients, financial services representatives and the community.
Excellence — We are driven by a sense of urgency and a desire to excel. We are committed to the highest level of personal and organizational performance. We will seek technology that enhances productivity and systems that enable us to deliver superior results. We will operate with a goal of continuous improvement.
Teamwork — As a team, we play to win. We achieve far more as a team than as individuals. We will cultivate superior leadership, collaborative teamwork, and creative innovation with a measure of fun to be the financial security firm of choice for our clients.
Progress — We embrace progress and change, seeking new ideas and listening and learning. We treat everyone as we wish to be treated, with dignity and respect.
Service — We are passionately committed to service. Through our dedication to service, we create value for our clients, families and community. We embrace the concept of serving others from the heart.
Lion Street is a leading national financial services company owned by fiercely independent financial advisors, like Summit Legacy Insurance, who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. Lion Street understands the specific needs of our clients and they have structured their company around delivering the leverage, resources, and intellectual capital we need to best serve our clients. We became an owner of Lion Street in 2014.
Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Summit Legacy Insurance, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.
Summit Legacy Insurance
180 Cherokee Street NE, Suite 200
Marietta, GA 30060
(770) 425-9989