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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The federal government requires deceased individuals to file a final income tax return.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.