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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
These food myths will really put a drain on your wallet.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding how a stock works is key to understanding your investments.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
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
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”