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
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Earnings season can move markets. What is it and why is it important?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.