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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Learn when it may not make sense to file a claim on your home insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, covering how bond laddering works.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.