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 creating an investment strategy, it is important to realize that every person has unique, deeply personal objectives, goals, expectations, and risk levels. We believe there is no “one size fits all” when building an investment strategy.
As a courtesy to you, a link to a short risk-based questionnaire is provided below. Once completed, we will carefully evaluate your results and contact you for a complimentary consultation. Our goal is to provide insight regarding your current strategy, determine if it meets risk objectives, as well as evaluate if it is constructed properly to meet your short, mid or long-term goals.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
How Income Taxes Work
A quick look at how federal income taxes work.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What kind of auto insurance should you have? Do you know?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
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
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.