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Thank you for booking an appointment with a Summit Wealth Group advisor! We look forward to meeting with you. Here's what will happen next. 

  1. We will review the preferred dates you selected. 
  2. We will reach out via email to confirm one of those times. 

In the meantime, check out some of our free resources below, created by Summit Wealth Group to help you on your financial journey! 

Financial Tip Friday Video Series

Financial Tip Friday Video Series

Weekly videos sent directly to your inbox!

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Free E-Book: 10 Common Mistakes Made in Retirement

Free E-Book: 10 Common Mistakes Made in Retirement

Written by our team of advisors, we take a look at the common mistakes we see in retirement with tips on how to avoid them!

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The Summit Blog

The Summit Blog

Ongoing, original blog content to address common questions we receive along with practical financial advice to help you on your journey!

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