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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It sounds simple, but paying yourself first can really pay off.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do you know where the idea of “retirement” comes from?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.