Helping to Bring Clarity and Confidence to Financial Decisions

 

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. 

As an Independent Financial Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients and their families.

Our firm prides itself on providing efficient, prompt and courteous service to our clients through dedication, loyalty, and personal attention. We stress confidentiality, common sense, and personalized service in delivering ongoing financial advice in a timely and cost-conscious manner to all of our clients.

Founded on a dedication to competitive performance and personal caring service, we’ve been entrusted with the most valuable opportunity of all - building you a stronger financial future.

Our goal is to provide a margin of safety with an investment process that emphasizes downside protection as well as upside potential.

Our business is conducted with the same level of integrity that we expect in our own professional relationships. While developing your customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

In our practice, our commitment has always been and always will be – to put our clients’ interests first as we help them achieve their financial goals and objectives with one product - advice.

Once your goals have been established, we will implement appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 

  • Tax management 
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

     

*Summit Brokerage and its representatives do not offer tax or legal advice. 

 
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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