summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
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
Read More 
summit financial advisors blog
Wealth Management Isn’t Just for the Wealthy
SFA, Protecting Your Finances
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.   
Read More 
power of attorney q and a
How to Get the Power … of Attorney!
Protecting Your Finances, Family
Power of attorney (POA) certainly sounds like fancy paperwork jargon that no one has time to learn about. We know. However, as you start getting a little deeper into your finances, you’ll realize how important a POA can be if you end up needing one.
Read More 
summit financial advisors blog
Which Type of IRA is Right for You?
SFA, Retirement, Protecting Your Finances
A message from the Summit Financial Advisor Program

There are two main types of IRAs – traditional IRAs and Roth IRAs – and both offer tax advantages.
Read More 
summit financial advisors blog
Plan now for income during your retirement
SFA, Career, Protecting Your Finances
A message from the Summit Financial Advisor Program
Read More 
Stay Safe with these Online Shopping Tips
Five Tips for Safe Online Shopping
Online Shopping, Protecting Your Finances, Shopping
The holiday season is quickly approaching, which likely means you will be doing some online shopping. While making purchases online has become simple and quick, there are still some risks to consider. Keep reading for five tips to keep in mind as you shop this year for you and yours!
Read More