Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
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.
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.
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.
Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid.
A message from Summit Financial Advisors
A message from Summit Financial Advisors
Once you’ve determined how much life insurance coverage you need, what type of policy should you buy? You can choose a term life policy, a cash value policy or a combination of both.
Once you’ve determined how much life insurance coverage you need, what type of policy should you buy? You can choose a term life policy, a cash value policy or a combination of both.