Welcome to Summit Wealth Group
We are thankful you decided to stop by our website. At Summit Wealth Group, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When to start? Should I continue to work? How can I maximize my benefit?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?
A quick history of the Federal Reserve and overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.