For 25 years, my company, Summit Reserve Group has guided clients toward financial goals that they themselves define. We’ve done this by focusing on what’s most important to each client, and what they most want to achieve in their lives.
I hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website offers a number of resources to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. As you become better informed about your investment opportunities, I anticipate you'll find new value in working with a skilled professional to pursue your financial goals.
Our website is here for YOU. The information here is intended to help you learn about the fundamentals of financial management and Summit's approach to investing, as well as affording you fast, easy access to market performance data. I encourage you to contact us with any questions you may have; whether you're a longtime client, or just getting started with investing, I'm here to help!
— Bob Best
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.