Investments
Retirement
Estate
Insurance
Understanding Today’s Financial Environment
Welcome, We’re The Summit Group, a financial services firm in Jackson, MS. 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.
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Helpful Content
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.