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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.