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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A letter of instruction provides additional and more personal information regarding your estate.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Term insurance is the simplest form of life insurance. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are four very good reasons to start investing. Do you know what they are?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.