Welcome to Summit Pointe Advisors

Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.