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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are common mistakes you can avoid when saving for retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like the junk in a junk drawer.
When do you need a will? The answer is easy: right now.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
Are Real Estate Investment Trusts right for your portfolio?