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 Investment 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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding how a stock works is key to understanding your investments.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?