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Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit
 

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.







For any student, parent or grandparent!

CLICK HERE for a very informative article regarding student debt.




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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Making the most of surprises is a great reason to work with us.

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