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
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like the junk in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?