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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are things you can do to keep yourself safe when you lose your wallet.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?