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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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.