
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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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.