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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
Financial Planning in Uncertain Times
Investing, Financial Planning, Protecting Your Finances, SFA
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
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Helping our communities, one person at a time.
Helping our communities, one person at a time.
Infographic, Protecting Your Finances, Financial Education
Even in these challenging times, there's  whole lot of good happening! At Summit, we've always believed financial success happens together and that's been truer than ever this past month. Here's what "together" has meant for our community.
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Young woman using debit card to shop online
How to Protect Yourself from Common Scams
Security, Protecting Your Finances, Online Banking
Some scams go right for your money; others try to get you to part with personal information – like account numbers, Social Security numbers, passwords, and personal identification numbers (PINs). Find out what you should look for and how to protect yourself.
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Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? Even if your year has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can manage your tax bill and/or build a little more wealth. 
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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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Summit Financial Advisors
Why Women Need Life Insurance
Financial Planning, Protecting Your Finances, SFA, Family
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness.
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