Welcome to Summit Pointe Advisors

Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.