Financial Planning

Four Basic Steps for a Successful Retirement
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →
[VIDEO] COVID-19 Market Volatility & Anxiety: A Few Reminders to Keep You Calm
Featured Video Play Icon
We know that market volatility can be stressful. We’re here to help. Check out these few reminders to help ease your anxieties and get you through these uncertain times. For more videos from Summit Group 401(k) Consulting, check out our YouTube Channel Representatives offer products and services using the following business names: Summit Group of  Read More →
Path to Cash: A List of Potential Money Sources When in Need
During challenging and unpredictable times like these, it is inevitable that some individuals or families may find themselves in a difficult financial situation. These are often caused by reduced hours, company-wide pay reductions, furloughs, and layoffs. If you, a family member, or a friend are currently experiencing a reduction in the monthly income needed and  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL