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
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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Your credit score may influence how much you pay for auto and home insurance.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Do you know how to set up your financial goals for success? This knight does.
Are you ready for retirement? Here are five words you should consider.
When should you take your Social Security benefit?
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?