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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Six overlooked tax deductions to help manage your tax bill.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Do you have causes that you want to support with donations? Here are three tips.