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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
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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Investing Basics
Investing Basics
Infographic, Investing, SFA
Have you considered investing? If you're already really good at saving, the next smart step is to put your money somewhere it can really grow. Yep, that means investing. Getting your portfolio on. With Summit Financial Advisors ready to help, you've got this.
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Quarterly Economic Update: Q3 2019
SFA
A review of Q3 2019, Presented by Summit Financial Advisors
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Summit Financial Advisors
Do you need an estate plan?
SFA, Estate Planning
It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others, it could be as straightforward as the $10 bill in their wallet and the clothes on their back. Either way, what you leave behind when you die is considered to be your “estate”.
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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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