Your Financal Future matters,
Summit Wealth Consulting is a wealth consulting firm that offers a comprehensive range of financial services.
Our mission is to provide expert financial guidance and personalized solutions to help our clients achieve their financial goals. At Summit Wealth Consulting, we believe in building long-term relationships based on trust, integrity, and transparency.
Our team is dedicated to understanding your unique financial situation and designing strategies tailored to your specific needs. We take pride in standing out from our competitors through our commitment to excellence and client satisfaction.
Free Policy Review / Consultation
At Summit Wealth Consulting we want to educate our clients. We offer free policy reviews and free consultation to ensure we can point you in the right direction of your financial goals and dreams.
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Offering free policy reviews also helps us ensure clients' policies remain up-to-date, comprehensive, and aligned with their evolving needs, and identifies potential gaps or inefficiencies in coverage, ultimately safeguarding clients' financial well-being.
Indexed Universal Life (IUL)
Indexed Universal Life (IUL) insurance is an excellent tool for building wealth because it combines flexible premiums and potential for cash value growth linked to a stock market index. It offers tax-free growth, a death benefit, and the opportunity to accumulate significant cash value over time. With downside protection and the potential for higher returns, IULs provide a balanced approach to growing and securing your financial future.
Fixed Indexed Annuities
Fixed Indexed Annuities (FIAs) are ideal for wealth preservation and retirement planning because they offer a secure, predictable income while linking returns to a stock market index. They provide downside protection against market losses and offer the potential for growth with less risk than traditional investments. With guaranteed income options and tax-deferred growth, FIAs help ensure a stable and reliable financial foundation for your retirement years.
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Term Life
Term life insurance is an affordable way to provide essential financial protection for your loved ones during critical years. It offers substantial coverage for a set term, such as 10, 20, or 30 years, with lower premiums compared to permanent policies. Ideal for those seeking temporary coverage or specific financial goals, term life ensures that your beneficiaries receive a death benefit if needed, without the higher cost of permanent insurance.
Debt Free Life
Pay off debt and achieve your financial goals!
We offer expert guidance on how to eliminate debt and make your money work for you. For individuals who are paying their bills on time and contribute to a savings or retirement account, Debt Free Life is a modern way to pay off your debt using the cash value of a specialized whole life insurance policy.
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Final Expense/Burial Insurance
Final expense insurance is important because it provides a financial safety net to cover end-of-life expenses, such as funeral costs and outstanding bills. This type of insurance ensures that your loved ones are not burdened with these expenses during a difficult time. With a straightforward application process and affordable premiums, final expense insurance offers peace of mind knowing that you’ve planned ahead to ease the financial impact on your family.