Welcome to Summit Wealth Group
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
About Summit Wealth Group
We are a team of financial advisors, CFPs®, CPAs, planners and administrative professionals headquartered in Colorado Springs, CO, with branch offices located around the country. We provide the level of care and attention as your neighborhood family advisory, but with the resources of a large firm.
With a passion for serving our clients, and deep conviction of helping you navigate the path to a better, more secure future, we are known for our team-based approached to financial planning. When you sign on with Summit Wealth Group, you are not just dealing with one financial advisor like other firms, you are joining an overall client experience provided by an entire team of individuals all working together to serve YOU.
We are fee-based which means we sit on the same side of the table as you. We are focused on your success and use our history in the industry which dates back over 30 years, along with our team of experts to provide a truly customized, comprehensive financial planning and wealth management experience.
Understanding Your Risk Tolerance
When it comes to creating an investment strategy, it is important to realize that every person has unique, deeply personal objectives, goals, expectations, and risk levels. We believe there is no “one size fits all” when building an investment strategy.
As a courtesy to you, a link to a short risk-based questionnaire is provided below. Once completed, we will carefully evaluate your results and contact you for a complimentary consultation. Our goal is to provide insight regarding your current strategy, determine if it meets risk objectives, as well as evaluate if it is constructed properly to meet your short, mid or long-term goals.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
A look inside the U.S. government's statistics on household net worth.
A four-step framework for building a personal legacy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Here’s a guide to explain all the parts of Medicare.
The uncertainties we face in retirement can erode our sense of confidence.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.