The Latest News

Summit Tax Reform Town Hall

December 22, 2017 | Category: Articles

Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More

Summit Gives the Gift of Christmas to Fire Victims

December 20, 2017 | Category: Articles

Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More

The Long-Term Care Conundrum

October 23, 2017 | Category: Summit Sounds Off

How does one deal with a risk that has a high probability of occurrence, an unquestionably high cost when it happens, and insurance products meant to hedge the risk... Read More

The Retirement Income Challenge

October 18, 2017 | Category: Summit Sounds Off

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More

Summit Gives Back – Samantha Receives Her Dream Room

October 10, 2017 | Category: Community

Last week, Summit Financial group was honored and privileged to participate in the dream-room makeover of 7-year-old Samantha, a Rooms of Hope (RoH) beneficiary and an all-around extraordinary kid.... Read More