Meet the Team Behind Summit Financial Consulting

Meet the Team Behind Summit Financial Consulting

Oct 7, 2025

Hello, and welcome to Summit Financial Consulting’s refreshed and relaunched blog. There will be plenty of market insight and useful information to be found here in the coming days and weeks, but with this post, we would like to re-introduce ourselves.

COBRA vs. Marketplace: Choosing Health Insurance After Losing a Job

COBRA vs. Marketplace: Choosing Health Insurance After Losing a Job

Oct 3, 2025

There are a lot of factors to consider when an employee is separated from employment or if they are planning to change jobs. One of those factors is health insurance coverage for themselves and their family members. We’ve previously covered the basics in this...
How Parents Can Save and Invest for Their Child’s Future

How Parents Can Save and Invest for Their Child’s Future

Aug 24, 2025

Parents often want to give their kids a financial head start but which type of account is best? We review non-qualified accounts, custodial accounts, 529 plans, and new tax-advantaged options. When we have a client who is set up for a successful retirement, we often...