News

We’re Hiring – Client Services Manager

April 23, 2024 | Category: Articles Summit Sounds Off

We’re looking for a dynamic and organized leader to build and manage a high-performing team within our thriving financial services firm in San Ramon, CA! About the Role: As... Read More

We’re Hiring – Financial Planner

January 22, 2024 | Category: Articles Summit Sounds Off

Summit Financial Group, LLC, a thriving wealth management firm in San Ramon, CA, is seeking a passionate and detail-oriented Financial Planner to join our dynamic Advisor Resource Center. In... Read More

We’re Hiring – Associate Advisor

January 19, 2024 | Category: Articles Summit Sounds Off

Join a Thriving Wealth Management Team in San Ramon! Summit Financial Group, LLC, a dynamic and growing wealth management firm in San Ramon, CA, is seeking a passionate and... Read More

Increase Your 401k Contribution: The Annual Reminder You Can’t Afford to Miss

401(k) Plan Contributions
November 28, 2023 | Category: Summit Sounds Off Articles
401(k) Plan Contributions

January is just around the corner, and it’s the perfect time to kickstart the new year by increasing your 401k contribution. One small change can make a significant impact... Read More

New Simplified FAFSA for 2024‒2025: What You Need to Know

October 2, 2023 | Category: Articles Summit Sounds Off

The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year. Because of the changes, the new... Read More

Raymond James Publicly Announces Affiliation with Summit Financial Group

August 31, 2023 | Category: Articles Summit Sounds Off

Earlier this week, Raymond James issued the following press release heralding our new partnership. We are proud to be a part of a firm that aligns with our client-first... Read More

The Future of Retirement Income Planning

January 9, 2015 | Category: Articles

As we reflect on the conversations with clients in the last year, one question emerges as the most common among our retiring clients. Where am I going to generate... Read More

The Potential Pitfalls of DIY Estate Planning

October 1, 2014 | Category: Articles

Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even giant box stores exist solely to help ambitious Americans tackle all kinds of everyday challenges, from fixing... Read More

MSIRobot