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Blog & Tools
Between you and your money, you can make it happen. We can help.
Investing
summit financial advisors blog
New Year – New Game
SFA, Investing, Worth Saving For
A message from the Summit Financial Advisor Program
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Best Ways to Spend Your Tax Return
Saving, Spending, Investing
Tax return season is here, which means there’s a chance some extra cash is coming your way. Before you indulge in a tropical getaway or pre-order VIP concert tickets, take the time to responsibly consider your financial situation. That doesn’t mean you shouldn’t treat yourself—just make sure your spending is aligned with your financial goals.
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Tips to Manage Your Money Securely
Saving, Spending, Investing
With new technology giving you the option to manage your finances from just about anywhere, we’ve put together a few guidelines for you to help make sure you keep your financial information private.
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Project Money 2016 winners drew and liz
2016 Project Money Winners: Drew & Liz Ehlert
Investing, Financial Freedom, Project Money
This month we thought we’d showcase the journey of our 2016 Project Money Winners, Drew and Liz Ehlert! Check out how these two did and all their awesome learnings along the way. You’ll probably learn something—we sure did!
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summit financial advisors blog
THE FUTURE’S SO BRIGHT
Protecting Your Finances, Investing, Worth Saving For
A message from Summit Financial Advisors

Back in the ‘80s, there was a hit song titled, “The Future’s So Bright, I Gotta Wear Shades.” When you think ahead to your retirement, does that phrase come to mind? It could.
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summit financial advisors blog
COMMON FACTORS AFFECTING RETIREMENT INCOME
Financial Freedom, Protecting Your Finances, Investing
Presented by Summit Financial Advisors
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