Weekly Financial Tips Series
"Weekly Financial Tips" is a video series full of exclusive content, filmed by Summit Wealth Group financial advisors, delivered right to your email weekly! These 3 minute videos are packed full of value, and offer practical and useful tips that you can apply to your daily life immediately. The best part? This video series is completely free! You just have to sign up.
Reach Your Summit Series
"Reach Your Summit" is our ongoing video series highlighting our clients and employees who have defined and achieved a significant "Summit" in their lives. From reaching retirement, to overcoming health battles, Reach Your Summit is a series of stories meant to inspire you on your own life journey!
Retiring With Purpose Series
Are you preparing for retirement? If so, we recommend finding 3 things to enjoy a fulfilling retirement: health, wealth and a sense of purpose. To see some real live examples of retirees who have found those things, check out this video series!
Meet Our Advisors - Rapid Fire Style
In this rapid fire round, we ask our advisors a series of random questions. It can be funny, amusing and informative as you learn more about your favorite Summit Wealth Group financial advisor!