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.
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About Summit Wealth Group
We are a team of financial advisors, CFPs®, CPAs, planners and administrative professionals headquartered in Colorado Springs, CO, with branch offices located around the country. We provide the level of care and attention as your neighborhood family advisory, but with the resources of a large firm.
With a passion for serving our clients, and deep conviction of helping you navigate the path to a better, more secure future, we are known for our team-based approached to financial planning. When you sign on with Summit Wealth Group, you are not just dealing with one financial advisor like other firms, you are joining an overall client experience provided by an entire team of individuals all working together to serve YOU.
We are fee-based which means we sit on the same side of the table as you. We are focused on your success and use our history in the industry which dates back over 30 years, along with our team of experts to provide a truly customized, comprehensive financial planning and wealth management experience.
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.
Helpful Content
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Saving for College 101
Here’s a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.