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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator demonstrates the power of compound interest.
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 how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.