Identity Theft and What to Do Next

Summit Wealth Partners, LLC hosted an Identity Theft Workshop in the month of March. SWP partnered with Bryce Austin, Cyber Security Expert to provide clients with the latest techniques on how to protect themselves from Identity Theft. Take a look … Read More

Planning Your Life Changes: Marriage

Getting married isn’t just a big life change for you, but also for your spouse, and it tends to bring on shared financial responsibility that concerns the both of you. Planning for a big life change like marriage isn’t just … Read More

Planning Your Life Changes: Divorce

Financial planning isn’t just essential when it comes to marriage, but in times where divorce is the issue, both emotional and financial concerns are to be addressed. Along with your attorney, an Orlando financial planner can help you take hold … Read More

Planning Your Life Changes: Having a Baby

When you’re faced with big life changes, you also have financial needs to sort out and strategies to consider when taking steps to meet your financial goals. An Orlando financial planner can help you understand what wealth management steps can … Read More

The Gift That Keeps on Diminishing

The Gift That Keeps on Diminishing By Jason Print, Certified Financial Planner FP®, Senior Wealth Advisor Looking for a nice Christmas gift for that special someone?  How about making them a trillionaire? A trillionaire in Zimbabwe at least.  Back in … Read More

5 Common Investor Mistakes

Surveys commonly reflect long-standing investor confusion and frustration due to mistakes and poor decision making.  These mistakes can easily be avoided with careful planning, consideration, and guidance from highly qualified professionals.  Taking the rights steps can increase your chances of … Read More