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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Even if you’re young and single, you should still consider protecting yourself.
Learn when it may not make sense to file a claim on your home insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The year’s end is the perfect time to do these 12 things.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 quick history of the Federal Reserve and overview of what it does.
There are things you can do to keep yourself safe when you lose your wallet.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, infiltrating the world of bonds.