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Blog & Tools
Between you and your money, you can make it happen. We can help.
Investment
summit financial advisors blog
College Funding Options
SFA, College, Saving, Investment
Provided by Summit Financial Advisors
How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider.
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money smarts with kim
Kim’s Business Start-Up Tips
Financial Freedom, Investment
Taking that first step and starting your business is intimidating, but it doesn’t have to be. Check out advice from our President and CEO Kim Sponem to get you ready for that leap. 
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financial survival
How to Build Your Own Financial Survival Kit
Financial Freedom, Investment
They say you can’t predict the unpredictable. Unfortunately, life’s biggest changes – like job loss, injury or sickness – often come without warning. But even a small cushion of savings can soften the blow of an unplanned expense.
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Money smarts with Kim
Kim Money Smarts Q&A June 2017: Budgeting
Financial Freedom, Investment, Project Money, Saving, Spending
Okay, savvy savers, this month, we’re featuring a Q&A from our very own CEO and President Kim Sponem! This month, Kim is talking about budgeting, providing her expertise and general know-how after leading Summit for nearly 20 years.

Keep reading to get some lessons from our leader to help you move forward on your path to owning it!
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wedding day
How to Have a Successful Money Marriage
Financial Freedom, Investment, Project Money, Saving, Spending
Money. It can be a complicated thing. Especially for couples (and certainly for recently or soon-to-be married couples). Since we’re in the middle of wedding season, we’ve put together a few tips to help you have a successful money marriage and cash in on communication, transparency and teamwork. Here we go!

Why so complicated?
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be your own personal trainer
Be your Own Personal Trainer
Financial Freedom, Investment
Personal trainers can be a valuable resource in your journey to getting (and staying) fit. However, those fitness experts often come at a steep price. To help remove some of that burden, we compiled a few tips for you, so you can hit the ground (literally) running in time for spring.
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