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Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
Summit Financial Advisors
Wealth Management Isn’t Just for the Wealthy
Financial Freedom, Protecting Your Finances, SFA
If you think you need a huge savings account or be close to retirement to work with the financial advisors located here at the credit union –  you’re mistaken.  It’s never too early to start planning your financial future. No matter your age or income level, our financial advisors will work with you to create a plan to help you meet your goals.
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Talking about estate planning and wealth transfer
4 Steps to Help With Estate Planning
Money Smarts, Financial Freedom, Protecting Your Finances
Everyone wants their family to be taken care of after they’re gone, but it can be tough to approach the subject with a loved one. Here’s how to get started.
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Business Banking
Financial Planning Tips for Small Businesses
Business, Small Business, Protecting Your Finances
Financing a small business can be tricky, even if you’ve been at it for a while. Along with day-to-day cash flow management, there are short-term challenges and long-term goals that demand your attention. So as a busier-than-ever business boss, how can you stay on top of your everyday duties while also taking steps toward your future goals?  
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Summit Credit Union Red SHOES
Getting revved up for a good spring cleaning? Channel some of that energy into cleaning up your finances!
Red Shoes, Insurance, Retirement, Protecting Your Finances
Spring is here-ish and it’s time to open the windows and tackle our springtime to-do lists. And as long as you’re on a roll, why not turn a little of that energy to your finances? After all, you just had to dig out all your paperwork to deal with your taxes. Instead of just shoving it back into the box or filing cabinet, why not give it a good spring cleaning too? 
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Summit Credit Union Red SHOES
It’s never too early to be ready for the unexpected.
Red Shoes, Health, Family, Protecting Your Finances
You want to take care of the people you love. One of the most important ways you can do that? By taking the time to deal with end-of-life issues. We know: It’s not a topic that most of us want to think about. But we’ve all heard stories of someone getting sick or dying without planning ahead and what their family had to go through.
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summit financial advisors blog
End-of-the-Year Money Moves
SFA, Protecting Your Finances
Here are some things you might want to do before saying goodbye to 2017. 

Provided by Summit Financial Advisors
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