Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate plan must be coordinated with your financial plan to ensure your wishes are carried out correctly.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
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.Contact Us
How Income Taxes Work
A quick look at how federal income taxes work.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Saving for College 101
Here’s a crash course on saving for college.
Retirees traveling abroad need to know that their health insurance travels with them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here’s a guide to explain all the parts of Medicare.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What kind of auto insurance should you have? Do you know?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know these three personal finance sayings?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate