Utah Retirement Planning
Summit Group Wealth Advisors
Summit Group Wealth Advisors is a comprehensive financial services firm that helps Utah’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
For any successful journey, preparation is key. The road to your financial future is no different. Our four-step process offers you a comprehensive strategy to help ensure you reach your intended destination.
P.E.A.K. Planning Process
Prepare for your journey
We’ll learn what’s most important to you and what destination you’re trying to reach.
Evaluate your options
We’ll analyze your resources and goals and map out options to help you pursue your retirement dreams.
Agree to a route
Once we’ve agreed on a direction, we’ll help ensure your strategy stays on track with regular reviews.
Keep trekking
We’ll help you navigate any unexpected forks in the road on your way to the retirement summit.
Using the P.E.A.K. Planning Process, we’ll design a strategy for you that helps accomplish
3 Key Goals
“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities. Summit Group Founder Jerry Toombs can help serve your investment and wealth management needs.
The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning. Summit Group financial professional Brandon Stimpson can help you with life insurance and asset preservation strategies.
Retirement Resources
Download Our Complimentary Guide
Retirement & Inflation
What to know and how to prepare
In 2025, markets continued to be volatile, labor markets weakened, inflation eased due to economic tightening from the Federal Reserve (Fed), and interest rates were cut.1 Compared to a couple of years ago, you’ve probably noticed higher prices on the items you buy every week and may be wondering if we’ll continue to see those high prices. While inflation may be coming down, as long as it is positive, prices are still rising. But that doesn’t mean you can’t take advantage of tools at your disposal to help manage rising prices and help your finances keep pace with inflation.
