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Reach Your Summit Podcast

Author: Summit Wealth Group

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At some point, everyone will face complicated money-related decisions. Each Tuesday, join us for a brand-new episode with personal finance topics aimed to provide you with the clarity you are looking for on your financial journey. This podcast, hosted by Summit Wealth Group, is meant to provide practical advice to help the average person discover new financial strategies including ideas on how to better manage your budget, pay down debt, retirement planning ideas, wealth-building, and tax minimization strategies. Join hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator as they bring a variety of perspectives to the discussion. If you have feelings of confusion and uncertainty about your financial future, or simply want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future. www.summitwealthgroup.com | Phone: (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part two of our two-week series on common mistakes we see in retirement planning and how to avoid them. If you didn't listen last week. Check out part 1.  Host: David Lee, CFP®, CIMA® | Vice President    Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.    Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
2023 Market Outlook

2023 Market Outlook

2023-01-2609:20

2023 market outlookAre we heading for a recession? If so, what does that mean for my investment portfolio? When can we expect the interest rates to level off? How does this impact my investments? Host: Scott Marks, CFP®, CRPC® | Financial AdvisorFor nearly a decade, Scott has guided his clients in planning for important life events, establishing legacies for future generations, and achieving financial independence. Through individualized financial planning, Scott and his team focus on serving the needs of high-net-worth families with a focus on retirement and legacy planning. Scott has a passion for improving the financial lives of those he serves and prides himself on being accessible, relatable, and transparent.Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010.  Drawn to the world of finance, he began work as a credit analyst in the commercial lending department with Alliance Bank of Arizona.  After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term financial plans for clients around the country.  In August of 2016, Scott joined Summit Wealth Group to provide more holistic wealth management and planning solutions for his clients.  Scott is a Certified Financial Planner (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). Scott lives with his wife Alysa, in Cave Creek, AZ.  In his free time, he enjoys golfing, coaching his son Redford’s baseball team, and spending time with his daughters, Abby and Scarlett.Stephanie Brinkman | Marketing Account ManagerStephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921   Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part one of our two-week series on common mistakes we see in retirement planning and how to avoid them. Host: David Lee, CFP®, CIMA® | Vice President    Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.    Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Do you have multiple forms of debt and are unsure which to pay off first? In this week's mini-episode Jason Runung, CFP® will address this topic. Host: Jason Runung, CFP® | Vice PresidentJason is a Senior Financial Advisor in the Lone Tree, CO office and Vice President of Summit Wealth Group. His work experience has been focused on the financial services industry since 2006. He held positions as a Financial Advisor in both a national firm, as well as an independent Registered Investment Advisor (RIA). Additionally, he participated as the Director of Business Development for a private equity firm and an Advisor Relationship Manager for a national custodial institution.Jason received his Bachelor of Science degree in Economics from Texas A&M University. He holds the FINRA Series 7 and 66 securities registrations and he is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).Throughout his career, Jason has helped young professionals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at his ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, Jason helps clients clarify the path to their goals. He has assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And he has helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The 4 H’s of Financial Wisdom Part 4Join Ross as he takes a biblical approach, introducing financial topics found in scripture. Part 4 of the 4-week series on the 4 H's of financial wisdom. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Join Ross as he takes a biblical approach, introducing financial topics found in scripture during part 3 of Ross Haycock’s 4 part series on 4 H's of financial wisdom. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The 4 H’s of Financial Wisdom Part 2In this week's mini-episode, Ross Haycock in our Colorado Springs office continues his 4-week series on the 4 H's of financial wisdom. Here’s episode 2 of that mini-series. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is unique in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
In this week's mini-episode, Ross Haycock in our Colorado Springs office will start a 4-week series each Friday on the 4 H's of financial wisdom. Join Ross as he takes a biblical approach, introducing financial topics found in scripture. Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully and thoughtfully guiding clients through often complex financial topics.Ross is a 40+ year Colorado resident. He joined Summit Wealth Group in 2003 and became partner in 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross regularly meets with clients in-person in Colorado Springs, Denver and surrounding areas, and also has clients located in various parts of the country who he meets with virtually. Ross also oversees the marketing team at Summit. Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Do you know how your Financial Advisor can provide more value to you during open enrollment? Listen now to find out how. Hosts: Jamie Cochran, CFP® | Financial Advisor Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center.  Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.    Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Charitable giving is one of our favorite financial topics; during this time of year, it seems to be on people's minds more.   Many of our clients here at Summit Wealth Group are charitably inclined, as evidenced by the spike in requests we see annually, to redeem investments toward the end of each calendar year so that they can give to their church or other favorite charity. The problem is most people don't know that instead of simply writing a check to a charity, there may be more tax-advantageous ways to give, which preserves more of the donor's wealth which, in turn, could be used down the road for additional philanthropic causes. Listen to hear Dave Noland and Stephanie Brinkman discuss some tax advantageous ways you can give.  Hosts:Dave Noland, CFP®, CRPSTM | Financial AdvisorDave's career in the Financial Services industry began in 2000, working part-time at a large national commercial bank while pursuing his degree in Finance from Arizona State University. Upon graduation in 2002, Dave took a position with a credit union with a more client-focused approach than the big bank he'd previously worked for.In the summer of 2011, after holding various branch-level positions with the credit union ranging from Personal Banker to Branch Manager, Dave decided it was time to pursue his true professional passion: financial planning. He left the banking world and joined the investment industry as a broker for a large wirehouse firm. Within a few years, he'd completed all requirements to obtain the CFP® certification and moved into an advisory position with the same firm. Dave has been blessed with the privilege of managing his client portfolios since early 2016, first with the large wirehouse firm and, more recently, with Summit Wealth Group. Dave was impressed with how Summit treated clients and staff like family and not like faceless names or numbers. With Summit, Dave partners with his clients to pursue their dreams by getting to know and understand their needs, wants, and wishes, along with the concerns and fears that may keep them up at night. With this knowledge, Dave can craft a tailored plan designed to give them the confidence to successfully realize their goals. He feels most fulfilled in his work as he sees these dreams become a reality over time. Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.   Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
David Lee covers financial steps you should take after your spouse passes away. Host: David Lee, CFP®, CIMA® | Vice President Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
TSP Investments

TSP Investments

2022-10-2802:35

Do you have a TSP account? Do you know what your investment options are? Listen now. Host: Scott Marks, CFP®, CRPC® | Financial AdvisorScott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
What do you plan on retiring to? In this week's mini-episode, Dan Gilbertson from of our Lakewood, CO office shares way you can make your retirement more fulfilling. Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice PresidentDan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Prior to entering the securities industry, he worked for more than 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
What type of legacy do you want to leave behind? Jamie Cochran, CFP®, shares how you can figure this out in today’s mini-episode.  Host: Jamie Cochran, CFP® | Financial Advisor Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Often, people seek a financial advisor when they run into a sudden windfall, such as an inheritance. In this mini episode, Scott Marks, CFP®, CRPC®  from our Scottsdale office, discusses what you should do if you find yourself in that position. Host: Scott Marks, CFP®, CRPC® | Financial AdvisorScott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is adept at helping families establish and pursue their unique financial goals through holistic financial planning.Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
If you are near or in retirement, or perhaps you are simply thinking about what your retirement years might one day look like, we invite you to check out this mini episode. Dan Gilbertson, out of our Lakewood, CO office, talks about ways you can find meaning and purpose during your "Golden Years"!   Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice PresidentDan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Before joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Before entering the securities industry, he worked for over 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in-State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The 4 steps that Randy Morris covers in this mini episode creates a simple formula for figuring out when you will be able to retire financially. Listen now. Host: Randy Morris, CFP®, ChFC®, AIF® | CEOAfter graduating from the University of Colorado in 1982 with a business and organizational management degree, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc.In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial planning firms during his tenure as founder and CEO.In 2002, he created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. Randy serves as the firm's CEO. Summit Wealth Group currently works with clients in 46 states with client assets under advisement of more than $1 billion as of February 2021.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
This episode is different from any other we have published before! Jamie Cochran, CFP®, and Stephanie Brinkman stepped out of their comfort zone to host a live episode while the rest of Summit Wealth Group played a game of Jeopardy. It was recorded during our annual Summer Summit meeting in Denver, CO. Can you guess the correct answers faster?  Jamie Cochran, CFP® | Financial Advisor Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center.  Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
If you’re starting to transition into the retirement phase of your life or simply want to learn more about Social Security. Listen to Scott Marks share some critical points regarding filing for Social Security.Host: Scott Marks, CFP®, CRPC®| Financial Advisor Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
In this week's mini-episode, we conclude our two-week series on common mistakes we see in retirement planning and how to avoid them. Listen now!  Host: David Lee, CFP®, CIMA® | Vice President Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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