Summit Planning Group, LLC

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Summit Planning Group, LLC (Summit), our mission is simple:  to provide you with personalized wealth management services that maximize your security and minimize your financial concerns.

The four Certified Financial Planners® (CFP) at Summit understand that you have unique needs. Our role is to help you make wise, well-informed decisions about your wealth management needs, which will help you work toward greater financial independence.

* Our goal is to enhance your investments by utilizing LPL's model portfolios that seek to optimize returns while potentially lowering volatility and market risk.

* We take great pride in the face-to-face review process, team approach to helping you, and relationships that Summit has with other proressionals in the community.

* Summit is affiliated with LPL Financial (LPL), the leading independent broker/dealer, according to Financial Planning magazine, 1996-2008 (based on revenue).  The LPL affiliation gives you the assurance of unbiased advice. This provides you with access to a wide range of investment vehicles tailored to meet your particular goals and objectives.

* As a client of Summit, you are not just a client of an individual planner, but of the entire firm. Summit is a firm, a team of experts, not just a "one man shop".

Summit is a firm of caring, competent professionals, backed by more than 50 years of combined experience. We take pride in our goals of helping you preserve your wealth and provide growth of your investments. You have worked hard for your wealth, and we will be there to guide you toward and in to retirement.

 

 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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