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
Understanding Your Risk Tolerance
When it comes to constructing an investment portfolio, it is important to realize that every client has different objectives and expectations. In order to help us choose the right portfolio for each of our unique clients, we utilize a customized risk management tool called Riskalyze. The results of the program provide insight as to whether your current portfolio matches your risk tolerance, as well as whether it is constructed properly to meet your long term goals. Have you ever wondered how your current portfolio matches up? As a courtesy to you, a link to the complimentary questionnaire is provided below.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Here's a breakdown of how the federal government spends your tax money.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing the rules may help you decide when to start benefits.
Five phases to changing unhealthy behaviors.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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 presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.