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 toward 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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Understanding the types of extended care services—and what those services could cost—may be critical.
For many, retirement includes contributing their time and talents to an organization in need.
Learn more about women taking control of their finances with this infographic.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bucket lists don’t have to be for tomorrow.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations?
Learn about cyber liability insurance in this entertaining video.
Peer-to-peer payment apps are one of the newest ways to send money.