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
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding how a stock works is key to understanding your investments.
The item most homeowners forget on their home improvement project checklist is insurance.
There are ways to improve your physical fitness without denting your fiscal fitness.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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 smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.