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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A quick look at how federal income taxes work.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The true cost of raising a child may be far more than you expect.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Tips on insuring your teen driver.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You’ve made investments your whole life. Work with us to help make the most of them.