Summit Financial Services is a name you can trust. Through a relationship with LPL Financial, a FINRA and SIPC member, we offer access to a complete selection of investment services. Summit Financial Services is trained to assist our customers in evaluating their own special circumstances and goals.
Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
An inside look at how marginal income tax brackets work.
This worksheet can help you estimate the costs of a four-year college program.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Taking your Social Security benefits at the right time may help maximize your benefit.