SummitView Financial

Money has no inherent value.  It is simply pieces of paper or numbers in a ledger. Unless you enjoy looking at pictures of deceased national heroes, money has no more value than a page from a child's coloring book or the paper on which the daily news is printed. 

Understand, however, that while money has no value, it has tremendous power.  It is the medium of exchange by which you may obtain most any product or service available to man.  It is also a medium through which you may provide great service to others. 

The true value of money, therefore, lies in what you choose to do with it -- whether it's traveling the world, starting a business, providing for your children or grandchildren's education or retiring with safety and security. 

At SummitView Financial, our goal is to help you develop and implement a money management strategy to maximize the use of your financial resources toward the attainment of your goals.  We are independent, which means we are not tied to proprietary investments or products, and the blueprint we develop for your success will be as individual as you are. 

We are also comprehensive, meaning we believe investments do not exist within a vacuum.  They are one piece of the puzzle making up an abundant life, and we view them within the context of taxes, estate planning and various other areas of the financial planning process.

Call today and schedule time with us to discuss the next steps on your successful journey.

 

 

    
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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