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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
QUARTERLY ECONOMIC UPDATE: Q4 2019
SFA
A review of Q4 2019, Presented by Summit Financial Advisors
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Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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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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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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