
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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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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International Investing: Opportunity Overseas?
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.