Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. Whether your goal is saving for retirement, college savings or estate strategy, our personalized services focus on your needs, wants and financial goals and objectives.
Summit Advisory Group has offices in Georgia, North Carolina, South Carolina, Tennessee and Virginia. We look forward to working with you through all the stages of your life.
Representatives may not be licensed in all states where Summit Advisory Group maintains an office.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Four vacation destinations you might never have thought of.
Five strategies for managing your student debt.
Tips to avoid checking in luggage on your next vacation.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What kind of auto insurance should you have? Do you know?
Do you have an estate strategy? You should.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
Have you explored all your options when it comes to managing your taxable income?