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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are things about Social Security that might surprise you.
There are common mistakes you can avoid when saving for retirement.
The uncertainties we face in retirement can erode our sense of confidence.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
There are hundreds of ETFs available. Should you invest in them?