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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
Summit Financial Advisors
Getting Your Personal Finances in Shape for 2019
Financial Planning, Money Tips, SFA
You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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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
Avoid These Life Insurance Missteps
SFA, Insurance, Money Smarts
Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps.Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps.
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summit financial advisors blog
Job Change? Don't Ignore Your Retirement Plan Dollars
SFA, Retirement, Job Seeking
A Message from Summit Financial Advisors

It is probably one of your biggest assets. Don’t ignore it. People change jobs all the time, but many forget some important details – like their retirement plan money and leave it in their old employer’s sponsored pension or 401(k) plan. Could this be you?
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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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