Our approach to financial planning has been designed with you in mind.Learn More
Our goal is to help you preserve and protect what is most important to you and your family.Learn More
We believe in creating a plan that can save your heirs time, grief and money.Learn More
Understanding Today's Financial Environment
Welcome to Summit Financial Advisors, a financial organization in Roseville, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
When to start? Should I continue to work? How can I maximize my benefit?
In the face of divorce, making changes to insurance coverage may be overlooked.
Tips on insuring your teen driver.
At what point can you call a personal vehicle commercial?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Good employee health can be great for the company’s bottom line.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?