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.
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 is permanent insurance in which the policyholder directs how premiums are invested.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Ascertaining the value of your business is important for a variety of reasons.
Your credit score may influence how much you pay for auto and home insurance.
If you find it hard to attain personal life goals, there’s an app for that!
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Read this overview to learn how financial advisors are compensated.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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 can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.