We recently sent out the latest recommendations for our employer plan advice program, so we thought this topic may be useful for our readers. Many employers offer retirement plan options to their employees, which is a great incentive to attract and retain talent. This employer provided benefit allows the employees to set aside a portion
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Trusted Contact Form If you have not met with us recently for a review meeting, we strongly encourage you to request a Trusted Contact form. If you were incapacitated, it gives us permission to speak freely with anyone you name, such as spouses or children, about your finances. Please let us know if you’d like
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This month’s blog topic really hits home for me. My wife and I are in the final month of pregnancy for our first child! I feel that this experience has provided me with some firsthand experience that deserves to be relayed to our clients. There was a lot more preparation and stress involved in this
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Risk Tolerance is an ongoing conversation we have with every client. Risk Tolerance can simply be defined as how much volatility an investor can handle. Volatility refers to the ups and downs in the markets and the associated investments. So, risk tolerance is used to define how much ups and downs an investor is comfortable
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Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we’re proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local families facing financial hardship by assisting with mortgage payments. This assistance helps families who may otherwise face
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