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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.