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Summit Life Financial

SAVE. GROW. PLAN.

welcome to summit life financial

Who We Are

Summit Life Financial is a retirement-focused firm dedicated to helping families and individuals build financial clarity. Our mission is to provide trusted guidance, personalized strategies, and long-term planning solutions for those preparing for or enjoying retirement.

Meet Our Principal – Jay Florence

Born and raised in Athens, Georgia, Jay Florence has built his career on integrity, leadership, and a passion for serving others. Today, he resides in Athens with his wife, Katherine, and their two sons, Liam and Baker.

Jay attended the University of Georgia, where he graduated in 2006 before earning his law degree from the University of South Carolina in 2010. His early career was spent at the Georgia Department of Insurance, where he rose through the ranks from Enforcement Attorney to Deputy Commissioner. In these roles, Jay worked extensively with insurance regulation, financial oversight, and legislative affairs, gaining unmatched expertise in the financial and insurance industries.

Following his public service, Jay accepted a Vice President position at an insurance firm that specializes in helping companies establish and manage various self-insurance arrangements financed through Captive Insurance Companies. He stayed with that firm as it grew and was ultimately acquired by a large, publicly traded insurance agency.

Jay founded Summit Life Financial to bring his knowledge and passion directly to families planning their financial futures. Today, he serves as an investment advisor, working one-on-one with clients to provide personalized investment advice, retirement income strategies, and portfolio management tailored to their goals.

Our Mission

At Summit Life Financial, our mission is simple: to empower our clients with the knowledge, strategies, and confidence they need to retire well. We focus on Social Security planning, retirement income strategies, and wealth preservation so that every client can enjoy a retirement built on clarity.

*Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.

Why Choose Summit Life Financial

  • Experience You Can Trust – From working as a regulator and through his private sector experience, Jay’s leadership brings a rare depth of knowledge to retirement planning.

  • Licensed Professional Guidance – As an Investment Advisor, Jay is qualified to deliver direct, fiduciary advice in your best interest.

  • Personalized Strategies – Every family deserves a plan tailored to their unique goals and circumstances.

  • Rooted in Community – As a lifelong Athenian, Jay understands the values and priorities of the people we serve.

At Summit Life Financial, we’re more than a retirement firm—we’re your trusted partner in building the future you deserve.
Disclaimer:
Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. Summit Life Financial, LLC is not affiliated with Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Check the background for this investment professional on FINRA’s BrokerCheck

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SAVE. GROW. PLAN.

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1351 Jennings Mill Rd STE D, Bogart, GA 30622

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