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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are ways to improve your physical fitness without denting your fiscal fitness.
Couples may be able to head off many of the problems in a marriage that money can cause.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Technology tips to make your next trip even better.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What’s the deal with your yearly free credit report?
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are you ready for retirement? Here are five words you should consider.
There are a few things to consider when buying or leasing your next vehicle.
Have you explored all your options when it comes to managing your taxable income?