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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
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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summit financial advisors blog
Women and Money: Taking Control of Your Finances
SFA, Financial Freedom, Budget, Investing
Provided by Summit Financial Advisors. 
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
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summit financial advisors blog
How Can You Make Your Retirement Money Last?
SFA, Retirement, Invest
Provided by Summit Financial Advisors

All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts.
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