Broker Check
Summit Wealth Manageent, Inc. Logo
Summit Wealth Management, Inc FacebookSummit Wealth Management, Inc TwitterSummit Wealth Management, Inc YouTube
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

New Temporary Covid-19 Office Policy

Our first priority is helping you take care of yourself and your family. In light of the coronavirus health risks and universal need to stem its progression, we will be adopting new office procedures intended to protect you and our staff until such time as the risks are reduced. Effective immediately, we will avoid face-to-face meetings in favor of conference call, Facetime (iphone users), Skype (android/Microsoft users) and Zoom meetings. This way you will not need to make unnecessary trips from your home or office. To make communication easier with our office staff, we will provide phone numbers, extensions, and email addresses for you to use as needed.

 

We also ask the following going forward:

  • We suggest that you call or email us should you need to drop anything off for taxes or other reasons. We will be keeping the front doors locked. Please utilize the mail slot to drop your taxes or documents off if you do not need to speak with us.  
  • Where possible, we will be implementing a Docusign program that enables you to read and sign documents from your computer without the need to deal with paper or the mail system. As an added benefit this will save trees and expedite processing time. Be assured that if you are not comfortable with this we will stick to paper.


While this is a challenging time on many fronts, we are profoundly concerned about your health and financial well-being. We are committed to being available to answer questions and help resolve any financial issues or concerns should they arise. We never underestimate the resilience of our country and its capacity to overcome difficult situations. This too shall pass and we will be better for it.

We wish the best to you and your family.

 

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.




Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow