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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.