Summit Internship! Are You Interested?

March 3, 2023 | Category: Articles

Summit Financial Group is looking for a motivated individual for the Summer of 2023 in our San Ramon, CA office as a paid intern. We are an established financial... 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