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 toward 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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirees traveling abroad need to know that their health insurance travels with them.
Ascertaining the value of your business is important for a variety of reasons.
Try these activities to keep your brain sharp.
The uncertainties we face in retirement can erode our sense of confidence.
A quick look at how federal income taxes work.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When markets shift, experienced investors stick to their strategy.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.