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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
summit financial advisors blog
New Year – New Game
SFA, Investing, Worth Saving For
A message from the Summit Financial Advisor Program
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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
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summit financial advisors blog
An Estate Planning Checklist
SFA, Financial Freedom
What to check (and double-check).

Provided by Summit Financial Advisors
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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.   
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summit financial advisors blog
Are You Insured?
SFA, Insurance
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. September is National Life Insurance Awareness Month – a good time to think about the value and importance of insuring yourself. 
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summit financial advisors blog
Don't Leave Your Retirement Plan Dollars Up in the Air
SFA, Retirement
A Message from Summit Financial Advisors

Changing jobs? Retiring? Don’t leave your retirement plan dollars up in the air.
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