Welcome to Summit Wealth Group
We are thankful you decided to stop by our website. 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
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Tax preparation may be the perfect time to give the household budget a check-up.
What kind of auto insurance should you have? Do you know?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
The importance of life insurance, how it works, and how much coverage you need.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Have you explored all of your choices when it comes to managing your taxable income?
With alternative investments, it’s critical to sort through the complexity.