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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
For homeowners who think their property taxes are too high, there are ways to appeal.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Knowing your options when a CD matures can help you make a sound investment decision.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
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 estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A quick history of the Federal Reserve and overview of what it does.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?