We Are Committed To You!
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Summit Wealth Management, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
For any student, parent or grandparent!
CLICK HERE for a very informative article regarding student debt.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are four very good reasons to start investing. Do you know what they are?
However exciting retiring abroad may sound, it deserves considerable planning.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.