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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Do your insurance needs stay the same when the nest empties?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.