Summit Financial Services, Inc. is an independent comprehensive financial planning firm staffed by caring professionals dedicated to providing objective financial advice. We assist our clients in designing, implementing, and monitoring their investment, insurance and estate planning programs. These programs are tailored to each individual's financial and emotional needs to provide them with solutions that will help them pursue their goals.
We offer attentive service and creative solutions suited to your unique situation and place emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances and move confidently towards your goals.
We offer attentive service and creative solutions suited to your unique situation and place emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances and move confidently towards your goals.
Services
Our mission is to provide personal, caring and knowledgeable advice to help you clarify your goals and realize your dreams. We'll sit with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy.
The stock market closed at a new record high again on positive economic fundamentals, better than expected corporate earnings reports and a bright earnings outlook. Key economic statistics released this past week indicate further profit growth is just ahead. Friday morning, the Bureau of Labor Statistics reported that 531,000 new jobs were created in October, much more than the 435,000 expected by Wall Street.
For the quarter, the S&P 500 eked out a gain of 0.6%. It was the sixth consecutive quarter of gains since the -19.6% quarterly loss in 1Q2020, when the pandemic struck. The S&P 500 gained 30% in the 12 months ended Sept. 30, 2021.
The consumer economy, which accounts for 70% of gross domestic product growth, remained very strong, even as a surge of inflation, supply-chain bottlenecks, and price-to-earnings ratios above the historical norm raised doubts and fears.Since the pandemic hit, tech was No. 1 of the 11 S&P 500 industry sectors for four consecutive quarters, but for the last two quarters it was a middling performer.
The consumer economy, which accounts for 70% of gross domestic product growth, remained very strong, even as a surge of inflation, supply-chain bottlenecks, and price-to-earnings ratios above the historical norm raised doubts and fears.Since the pandemic hit, tech was No. 1 of the 11 S&P 500 industry sectors for four consecutive quarters, but for the last two quarters it was a middling performer.
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
We have two different online systems that allow our clients to access their accounts with us. The first is the Albridge Solutions system that we've used for many years. This system has robust reporting capabilities and historical data. We are happy to announce that the client portal has been updated and is once again available to our clients.
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